Section I: Submission
Enter the issuer's name, phone and fax, and the date. An issuer may already have entered this information on the copy of the form posted on its website, so use that copy when available. Send the request to the issuer from which you are seeking authorization, never to TDI, the Health and Human Services Commission or the patient's employer.
Section II: General Information
Mark the review type as non-urgent or urgent, and give the clinical reason for urgency. Urgent review fits a life-threatening condition, a patient currently hospitalized, treatment after stabilization of an emergency, or an acute injury or illness severe or painful enough to risk serious deterioration. Mark the request type as initial or extension, renewal or amendment, with the previous authorization number.
Section III: Patient Information
Enter the patient's name, phone and sex (Male, Female, Other or Unknown), the subscriber's name if different, the member or Medicaid ID number, date of birth and group number. These fields let the issuer find the correct coverage, so copy the ID exactly from the member card.
Section IV: Provider Information
Complete both columns, the requesting provider or facility and the service provider or facility, with name, NPI, specialty, phone and fax; write Same when they match. Give a contact name and phone. If the plan requires a primary care provider, enter the PCP's name and phone, or Same. Sign and date only if the issuer requires it, without a signature stamp.
Section V: Services Requested (with CPT, CDT, or HCPCS Code) and Supporting Diagnoses (with ICD Code)
List each planned service or procedure with its code and start and end dates, and each supporting diagnosis with its description, ICD version and code. Then check the setting: inpatient, outpatient, provider office, observation, home, day surgery or other. Accurate codes and dates matter because the issuer authorizes the specific services and period you list.
Section V: therapy, home health and DME lines
For physical, occupational or speech therapy, cardiac rehab or mental health and substance abuse services, give the number of sessions, duration and frequency. For home health, indicate whether the MD signed order and nursing assessment are attached, with visits, duration and frequency. For DME, indicate the signed order and, for Medicaid only, Title 19 certification, and list equipment with HCPCS codes and duration.
Section VI: Clinical Documentation
Give a brief narrative of medical necessity in this space or in an attached statement, and attach supporting clinical documentation such as medical records, progress notes or lab reports if needed. At the bottom you may add the requesting provider's direct phone number so the issuer can call about missing information; that call is not a peer-to-peer discussion.