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Faxed Clinical Information:

When you fax information, please include the patient information found on our fax coversheet, or provide the following information:

  • Contact Person/Sender
  • Name of Office Sending Information
  • Callback Phone Number
  • Fax Number
  • Patient Name
  • Date of Birth
  • Member ID Number
  • Group Name
  • Requested Service (preferably with CPT codes)
  • Diagnosis (preferably with ICD-9 codes)
  • Facility Name
  • Provider/Physician Name
  • Date of Service

When sending clinical information, please include the most recent chart notes relevant to the service and diagnosis. If applicable, diagnostic results are also useful. For medical equipment or medications, please include a copy of the prescription. Please provide legible information, preferably typed.


Utilization Review Voice Mail:

When leaving a concurrent review voice mail, be certain to include in your message the following:

  • Caller Name/Contact Person
  • Hospital/Facility Name
  • Callback Phone Number
  • Patient Name
  • Date of Birth
  • Member ID Number
  • Preauthorization Number

For medical concurrent reviews, include the following information:

  • Diagnosis or working diagnosis
  • Acuity level
  • Description of IV (intravenous) medications or fluids that are ordered
  • Description of any tubes or lines that are ordered
  • What diagnostic tests are ordered and what the results are
  • Any other pertinent information: are they on oxygen? Abnormal Lab values? Pain management?
  • Plan of care and estimated length of stay

For mental health concurrent reviews, include the following information:

  • Axis diagnosis (Axis 1-4)
  • Current GAF (Global Assessment of Functioning scale) and highest GAF in the last year
  • Current medications and/or medication changes
  • What group and/or individual therapies the patient is attending and their participation level
  • If patient is in detox, what are their current physical symptoms
  • Plan of care and estimated length of stay