Intake
Capture the furnishing location, beneficiary program, anticipated date, service and code, setting, ordering information, and urgency claimed—then validate each item.
Build a repeatable intake-to-notice process while keeping official CMS and participant instructions authoritative.
Capture the furnishing location, beneficiary program, anticipated date, service and code, setting, ordering information, and urgency claimed—then validate each item.
Determine from current official materials whether prior authorization, pre-payment review, an exclusion, or other handling applies. Never infer a route from a similar case.
Retain the official confirmation and notice, record the actual official outcome, and route any next step to qualified staff.
CMS WISeR model page · Provider and Supplier Guide v7.0 (PDF)