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Overview

What is electronic prior authorization (ePA) for prescriptions?

The electronic prior authorization (ePA) feature lets prescribers and their Prescription Delegates initiate prior authorization requests with the patient’s Pharmacy Benefits Manager (PBM) right from the Prescription Form, then manage and track these requests in the ePA Worklist.

What are the benefits of electronic prior authorization for prescriptions?

Electronic prior authorization (ePA) significantly reduces the traditional dependence on pharmacy-initiated prior authorization processes and third-party ePA portals like CoverMyMeds. ePA lets you:
  • Initiate a prior authorization request before sending the ePrescription to the pharmacy.
  • Avoid delays caused by waiting for pharmacy-initiated requests.
  • Track and complete prior authorization tasks via a new ePA Worklist report.

Which patients qualify for electronic prior authorizations for prescriptions?

ePAs are supported for patients with active prescription benefits coverage with a PBM that supports ePA through Surescripts, Elation’s ePrescribing partner.

Workflow Instructions

Initiating an electronic prior authorization request

Electronic prior authorization (ePA) requests are initiated directly from Elation’s Prescription Form.
A patient’s prescription coverage status is determined by their Pharmacy Benefits Manager (PBM), and the coverage information displayed reflects what the PBM provides. If you believe the patient has active coverage but it’s not showing, review their Legal First Name, Legal Last Name, Date of birth, Sex at birth, full Address, and Primary Phone Number to ensure the details in Elation match what the PBM uses to identify the patient.If the patient’s PBM doesn’t support electronic prior authorizations, hovering over the Electronic Prior Authorization field will show the message: “Electronic prior authorization is not supported by the patient’s insurance provider.”
Prescription Form for Adderall XR 10mg showing the "Initiate ePA" option highlighted in the Electronic Prior Authorization dropdown field at the bottom of the form, with coverage panel on the right showing Non-Formulary status and PA required. After the ePA is initiated, the Electronic Prior Authorization field becomes locked and displays ePA initiated. This status is also recorded in the Chronological Record, but it will not update as the ePA request progresses.
If an ePrescription has already been sent, create a new prescription draft for the same medication to initiate the ePA request, and then delete the draft once the request has been submitted.

Managing electronic prior authorization requests

Viewing the ePA Worklist Report

Third-party cookies must be enabled on your web browser to view the ePA Worklist . Click here for step-by-step instructions .
To view all ePA requests, go to Reports -> ePA Worklist. The report will automatically time out after 15 minutes of inactivity. If this happens, click the Refresh in your browser to load the report again. Reports menu open in Elation navigation bar, with an arrow pointing to the ePA Worklist option.
Viewing the worklist
The Worklist section shows all requests that need your attention. You can view and sort requests by the following criteria:
    • Task required
    • Patient’s name
    • Patient’s date of birth
    • PA due date
    • PA created dates
    • Medication description details
In addition, you can
  • Use the Filter to narrow results by any of the worklist criteria.
    • Click Clear All to remove any filters.
  • Sort any column by clicking the sort icon.
  • Refresh the worklist to see the updates using the refresh icon.
Viewing task history
The Task History section shows all in progress requests as well as completed or closed requests that you’ve acknowledged.
  • View requests based on any of the following criteria:
    • Status
    • Provider
    • Patient’s name
    • Patient’s date of birth
    • PA created date
    • Medication description details
  • Sort any column by clicking the sort icon.
  • Refresh the worklist to see the updates using the refresh icon.
  • Use the Filter to narrow results by any of the worklist criteria.
    • Click Clear All to remove any filters.

Managing prior authorization tasks

Completing prior authorization criteria

Prior authorization worklist task for Trebbiano, Glenora showing Neupogen PA Form – Subsequent with a 06/17/2025 reply deadline, displaying patient and medication details, with the START button highlighted. After an ePA request is initiated, seeing Complete Prior Auth Criteria in the worklist means you need to take further action or provide more information for the request to move forward. 1 Click on the ePA request that says Complete Prior Auth Criteria . 2 Click Start . 3
The PBM may not approve your request if you do not answer all related questions.
Fill in any questions that appear for the request.
  1. Click Next to proceed to the next question.
  2. Click Back to return to a previous question.
  3. Click Skip to Submit to go straight to the summary screen.
The PBM may not approve your request if you do not answer all related questions.
  1. Click Options -> Start Questionnaire Over to clear your progress and return to the first question.
  2. Click Options -> Go to Worklist to return to the worklist without submitting your answers.
  3. Click Options -> Go to Task History to go to the Task History section without submitting your answers.
  4. Click Options -> Cancel Prior Authorization to cancel your request.
4 Review the summary page at the end of the questionnaire to confirm all your answers are accurate. 5 Click Upload File under Attachments to include any supporting documentation as needed. 6
Additional comments and/or attachments may result in a manual request review which may result in slower response times.
Add additional information in the Additional comments box as needed. Up to 2,000 characters are supported. 7 Click Submit to submit your request. 8 Use the Task History section to monitor the request’s progress as needed. Once a decision is made, it will appear in the worklist.

Canceling an ePA request

This marks the task as canceled and moves it to the Task History section.

Appealing a denied request

Not all PBMs support electronic appeals. If the instructions below aren’t available for a denied request, it means the PBM doesn’t support electronic appeals, and you’ll need to contact them directly to appeal the decision.
To appeal a denied request:

Attaching patient chart records to prior authorization requests/appeals

To attach patient chart records to a prior authorization requests/appeals:

Frequently Asked Questions

When I click ePrescribe or Save as Draft & Close I receive a Prescription failed message. How should I proceed?

If you see a Prescription failed message, discard the prescription draft, refresh the patient’s chart and then create the prescription again. If you continue to see this message, notify Elation using I need help -> Contact Elation Support and we will investigate this issue.

When I open the ePA Worklist, I receive a ‘Something went wrong. Internal Server Error’ message. How should I proceed?

The “Something went wrong. Internal Server Error” error message appears when the Prior Auth Worklist can’t load because third-party cookies are disabled by your web browser. Third-party cookies must be enabled on your browser to view the Prior Auth Worklist. Click here for step-by-step instructions.

Can electronic prior authorization initiation be restricted to a specific group of users, or made available to all users?

No, not currently. Only Prescribers and their Prescription Delegates can initiate an electronic prior authorization.

I forgot to initiate the electronic prior authorization before submitting the prescription to the pharmacy. What steps should I take now?

If an ePrescription has already been sent:

Is it possible to attach documents from the patient chart—like visit notes and lab results—to the electronic prior authorization without first converting them to PDF?

No. Currently, only PDFs saved to your computer can be uploaded to a prior authorization request.

Can Elation automatically request a prior authorization if the formulary requires one?

No, not currently. You must manually initiate an electronic prior authorization.

What happens if I accidentally delete a prescription connected to an electronic prior authorization?

Deleting the associated prescription does not affect the electronic prior authorization request. No, ePAs must be canceled manually or will automatically close if the PBM does not receive a response.

What happens if the pharmacy also starts a prior authorization for the same medication I already requested?

You should continue managing the prior authorization you initiated in Elation and, if needed, communicate with the pharmacy about your in progress prior authorization.

Does electronic prior authorization support referrals or hospital-based testing/procedures?

No, electronic prior authorization in Elation is only supported for prescriptions. For referrals or hospital-based testing/procedures (for example, imaging), prior authorizations must still be submitted directly to the insurance company using their usual process (payer portal, fax, etc.).

If a prior authorization request is initiated in CoverMyMeds, does it appear in Elation’s ePA Worklist?

No, a prior authorization request initiated in CoverMyMeds does not flow into Elation. To track a request in the ePA Worklist, you must initiate the electronic prior authorization from the Prescription Form within Elation.