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CREATING CMN AND REAUTH TASKS: 1. Click Add New Note ~ select Patient Note eo oe wa owe sen cocones emg savor nto edn nin aR a Net yen op | 2 ‘Note reasons are Medium unless we know it will be high or critical* m= i ‘STATE MUST BE UNLOCKED [if in locked state, no future notes or edits can be made) Date needed ~ 6 weeks prior to date of expiration wos est Subjet| Cun INS NAME - ITEM EXP DATE ‘Then add note for day of stating CMI logged to exomm/dd/yy ‘Then you convert your Referral task to Reauth task: 1 Open referral task by clicking on Subject name: 2. Change note reason to Reauthorization: rs 3. Change Subject to: SBjest| REAUTH - INS WME ITEM EXP DATE 4. Add note stating PA logged to exp mm/dd/yy 5.Save each note once you've added updates correctly

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