Before navigating the dashboard, you will need to log into OnBoard. View Accessing the System for Payers.
The home screen for OnBoard is a view of My Dashboard, which will allow you to access active prior authorization requests (PARs), along with saved drafted responses, submitted, and resolved PARs. The default view is to My PARs, where you will find all PARs that have been assigned to you for review. The My Dashboard link in the navigation menu will take you to the home screen.
Next to My Dashboard, select My Downloads to view documents that were downloaded in the last 24 hours.
Use the My Profile drop-down menu to select either My Account, My Organizations, or Log Out.
Selecting My Account will allow you to add or edit your phone number and manage your notification preferences. Notification preferences alert a user by email or SMS (text message) when a new item has been added to the dashboard. To receive text message notifications, the Phone Type must be set to Mobile. Select Save after any changes are made.
My Organizations will show each organization with which you are associated. The organization's type, name, and start date are listed, as well as your role with the organization.
If you select the name of the organization, additional details will show. In the lower section, you can view your organization's addresses.
Selecting Log Out will log you out of your account.
The dashboard will give you detailed information about all PAR requests that have been assigned to you as a Level 1 or Level 2 reviewer.
You can sort the columns on the dashboard using the up/down arrows in each column.
You can also filter on some columns by selecting the Filter button in the upper right corner and then selecting a column from the drop-down list and entering your filter criteria. Some filter options will allow you to filter on just a few characters, e.g. Patient. Other fields such as PAR ID, require the full ID.
In addition to filtering your dashboard, you can export the My PARs tab of your dashboard to a .csv file using the Export button. The export will include PARs from all pages of your dashboard.
Prior Auth - My PARs Tab
The My PARs tab shows all active PARs and their review status. The PAR row will be bold for new PARs or if the status of a PAR has changed since the last time you logged in.
- PAR ID – link to detailed information on submitted PARs.
- Type – the type of PAR that was submitted.
- Due Date – the date the payer needs to respond to the PAR.
- PAR Status – shows the level of review and the latest status.
Examples of PAR Status on the My PARs tab:
- L1 – Requested
- L1 – Denied
- L2 – Requested
- L2 – Granted in Part
- L3 – Review Requested
- L3 – Review Rejected
- L3 Review – No Response
- RFI – blank by default. If additional information is requested from the health care provider, this column will show Sent. When the provider responds, the column will show Rec'd.
- Assigned Organization – will show the organization's name that has been assigned to respond to the PAR request.
- Current Activity – will update when the PAR status changes.
- PAR Status Date – the date the PAR entered its current status.
- Medication – If the PAR type is medication, this column will show the medication name and strength, if applicable. For all other PAR types, this column will be blank.
Prior Auth – Resolved Tab
The Resolved tab is a list of PARs you have responded to that have received a final decision from the payer and cannot be escalated by the health care provider, or PARs for which the Board's Medical Director's Office has issued a decision.
For example, the PAR was granted, or denied and the time to escalate by the health care provider has passed.
It is recommended that you check your Resolved tab daily for final PAR decisions.
Examples of PAR Status on the Resolved tab:
- L1 Granted – Final
- L1 Denied – Final
- L2 Granted in Part – Final
- L2 Denied – Final
- Denied – IME Related
- Grant After Deny
- L3 Granted – Final
- L3 Denied – Final
- OOTC Issued – Granted
Draft eForms Tab
The Draft eForms tab will display any PAR that has a saved drafted response which has not yet been submitted. Select the Draft eForm Name link to open and complete the draft. Drafted eForms will be automatically removed from the system after 30 days if they are not submitted.
To delete a draft, select the Actions button in the corresponding eForm row to discard the draft.
Submitted eForms Tab
The Submitted eForms tab will display all submitted PAR responses that you have submitted.
You can print or download a copy by selecting the Actions button in the corresponding row. To view the document generated by the eForm submission, select the link from the eForm Document column.
PAR IDs are links in your dashboard to the PAR Details page where you can view all details associated with that PAR.
The Actions button on the right side will allow you to respond to a request or request more information from the provider. Selecting from the list of links on the PAR Details page will allow you to jump quickly to a specific section of the page.
Patient and Claim Details
Related Entities and Users will provide the health care provider, payer, and claimant information associated to that PAR. On the Health Care Provider tab, select the Health Care Provider link to go to the health care provider's information page.
On the Payer tab, select the Claim Sender link to go to that organization's information page.
In the Associated Users section, you will be able to see all users within your organization that have access to the PAR, along with their roles. The Actions button will allow you to add an associated user with the same role to allow them to access the PAR.
Request Details will provide all request and response information for that PAR. The example below shows a Durable Medical Equipment PAR that was denied from the Level 1 and Level 2 reviewer, the reviewers' names, and the date and time for each submitted review.
If a prior authorization request contains multiple request items and a provider has converted one or more MTG Confirmations to MTG Variances, those request items will show "Converted to Variance" as Yes and contain a link to the Variance request.
Further information about each review response can be seen by expanding the blue highlighted sections of Additional Request Details, Level 1 Insurer Response Details, and Level 2 Insurer Response Details.
At the bottom of this section, Additional PAR Details can also be expanded for more information.
The Medical Necessity section will show the statement of medical necessity entered in the text field during a PAR submission. If a statement of medical necessity is attached instead of entered on the eForm, this section will be blank. To see the attached statement of medical necessity, go to the Documents section.
The Documents section will update with new generated eForms created during the PAR process. Documents the provider may attach when submitting a PAR or responding to a request for information from the claim administrator will appear in this list along with any documents attached by the claim administrator throughout the review process.
Related PARs will show any PAR that has been submitted on the same claim.
Correspondence History will show correspondence between the provider and the claim administrator when there is a request for additional information. The Comments column will show the details of the request. To view the full text, hover your mouse over the response text until a box with the full request details appears.
After a response from the health care provider is submitted, the Correspondence History section will update. The Activity column will show a Provider Response Submitted link. Select the link to show the response, which will include links to any documents that were attached to the response.
If documents are attached, the checkbox in the Supporting Attachment column will be checked and the documents will also appear in the Documents section.
Related Activity will display all of the various activity conducted on a PAR request. This section will be updated with completed items or action items that are ready for review.