
A practice owner shared that a Medicaid auditor ruled their prior authorization submission "is NOT a plan of care." A prior authorization is a request to the payer. The plan of care is the clinical document it should be drawn from. With audits increasing, owners need each piece in place and connected.
✨ Available on: Teams; Provider Orders and Authorizations require Billing
👥 From the clinician community
Shared in a pediatric therapy practice owners' advocacy group. Names are blurred.
🧩 What auditors commonly ask for
- The evaluation the plan of care is based on
- A signed plan of care with goals, frequency and duration, and the prescriber's signature where required
- The provider order or referral
- The authorization approval
- Session notes that support each billed code and unit, signed by the treating therapist and co-signed where required
🪄 In MyTherapyWizard
- Create the Plan of Care from the evaluation report. It keeps its signatures and review history.
- Track the order in Provider Orders and the approval in Authorizations.
- Use Evaluation Tracker to see, for each evaluation, whether the report, signatures, POC, provider order and authorization are complete.
- Admin and Office can use Needs Action for missing auth documents, unsigned notes, notes missing a code and any other lifecycle needs.
- Set co-sign and modifier rules for assistants in Insurance rules.
💡 Why it matters: each document links back to the evaluation, so you can produce a complete chart for an auditor without searching.
📚 See other articles in Practice Owners: Revenue & Compliance here.