Include Required Documentation To Support Preservice Review Process
Oct. 2, 2026
It’s important to include complete information when requesting a preservice review and medical necessity determination. Requests with complete information reduce delays and avoidable denials.
Examples of supporting documentation: When submitting information for review, be sure to include all necessary documentation to support your request.
- Relevant clinical notes supporting the requested service
- Current diagnosis and applicable diagnosis codes
- Correct procedure and service codes
- Reason for the requested service or procedure
- Relevant patient history and physical examination findings
- Diagnostic test results, including laboratory studies, imaging and other applicable reports
- Previous treatments or interventions attempted, along with the patient’s response
- Current treatment plan or plan of care
- Specialist consultation notes, when applicable
- Medication history relevant to the requested service and medical necessity determination
Additional documentation may be required: Review our medical policies for more information.
Submitting complete and relevant clinical information with the initial review request allows for a more efficient review process and helps facilitate timely medical necessity determinations.