Plan submission and clinical review

Step by step

1. Prepare the therapy plan Care Coordinator

   Care Coordinator Submits a linked plan after comparing the patient reference and planned sessions with the parent request.

   • Record and verify the handoff
   • Updates Therapy plans, Care requests

2. Review the plan Authorized Clinical Reviewer

   Authorized Clinical Reviewer Reviews the submitted plan and records a reasoned decision against its source revision.

   • Review and decide
   • Updates Therapy plans, Review decisions
   ApprovalA person approves before the work moves on.

3. Authorize care Authorized Clinical Reviewer

   Authorized Clinical Reviewer Checks external authorization evidence and records a professional decision before changing request status.

   • Review and decide
   • Updates Care requests, Review decisions, Operation receipts
   ApprovalA person approves before the work moves on.

4. Coordinate service Care Coordinator

   Care Coordinator Checks provider-confirmed availability before scheduling the authorized scope.

   • Record and verify the handoff
   • Updates Care requests, Provider organizations

Care Coordinator

Prepares and coordinates; Authorized Clinical Reviewer makes professional decisions; Operations Manager handles receipt and evidence exceptions; Admin maintains access and practice relationships.