How can I view call details and submit authorization requests in HUB?
To effectively manage call details and submit authorization requests in HUB, follow the steps outlined below. This guide provides a comprehensive overview of the process, ensuring you can navigate the system efficiently.
Overview of Call Authorization
Call authorization in HUB allows users to view detailed information about a call and submit requests for parts and labor approval. This process is essential for managing work orders and ensuring all necessary approvals are obtained.
When submitting an authorization request, the request must be submitted and approved by the manufacturer prior to submitting a claim.
Steps to View Call Details
To view the details of a call:
Navigate to the Request Call Authorization section in HUB.
Create a new authorization request.
Select the appropriate manufacturer from the client drop-down menu.
Enter the call or job number to retrieve the call details.
Methods to Submit Authorization Requests
You can submit authorization requests using one of the following methods:
Method 1: From the Work Order
Open the relevant work order.
Click the Call Authorization option.
Select Create New Request.
Choose the manufacturer.
Enter the call or job number and submit.
Complete the authorization form with the required parts and labor details.
Submit the form for approval.
Method 2: From the Navigation Bar
Go to the Call Authorizations section in the navigation bar.
Create a new authorization request.
Fill in the required details for parts and labor.
Submit the request for approval.
Tips for Accurate Submission
Ensure you select the correct manufacturer to avoid delays in processing.
Double-check the call or job number before submitting.
Provide detailed and accurate information about parts and labor to facilitate quick approval.
By following these steps and tips, you can efficiently manage call details and authorization requests in HUB.