Updated Articles

  1. Single Click User Settings for Result Processing

    The primary purpose of the My Tasks - Results Work Area is to review the results, enter your findings, and determine the next step of the result.  This article is used to describe workflow considerations with this process.  Considerations befo...
  2. My Tasks - Orders | Overview

    The My Tasks - Orders section is used to process orders placed by the providers or ancillary staff. The primary purpose of this section is to manage the list of orders assigned to you and/or your assigned user groups, also known as the processor. ...
  3. Orders

  4. CoverMyMeds ePA Getting Started

    This article describes the functionality of the CoverMyMeds ePA task list. This list is composed of Electronic Prior Authorizations for medications, routed through CoverMyMeds and eventually direct connections to the Payers/PBMs. This document will ...
  5. CoverMyMeds Prescription ePA

  6. CoverMyMeds Default Process Steps

    ePA Process Step by Step This article describes an expected workflow for the default configuration of the CoverMyMeds ePA process. Given the ePA process is a coordinated effort between the ePA Task assignee/prescriber, and Payer/PBM multiple variat...
  7. CoverMyMeds Settings for Customized Workflows

    ⚠️ These settings are Beta-only in the 9/11/2025 Release    CoverMyMeds (CMM) Settings for Electronic Prior Authorizations (ePA) We have introduced new settings to give practices greater control over how the CMM ePA feature is used. By defaul...
  8. CoverMyMeds ePA Request Filtering

    Filtering options for working your CoverMyMeds ePA requests: We have added new advanced filtering capabilities to compliment practice workflows when using CoverMyMeds for ePA processing. This new functionality includes moving expired, cancelled, ...
  9. Payment Plan Overview and Screens

  10. Payment Plan Details Screen

    The Payment Plan Details screen can be accessed by double-clicking on a payment plan from the Payment Plan screen . You can also access this screen by highlighting a payment plan and clicking the "Open" button. This screen can be used to revie...