Systems Management
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Insurance Operations
UHC PSF (initial)
4 min
the following steps of submitting a psf is only for patient type; new to our office, established new condition, or established gap in care of ≥90 days log into https //www myoptumhealthphysicalhealth com/clinicalsubmissions/index?page=authsubmit# on the drop menu or side menu, select 'submit a clinical sub' next screen will be 'plan' select the patients health plan name, then enter the subscriber/member id once entered, select search you will confirm if clinical submission is required if it's not required for their group number, save the current webpage for proof if print button is available select it, if not right click on screen and 'print', 'save as pdf' (make sure it's in scans folder) 'last name, first psf non required' if clinical submission is required, enter information needed once you select the office location, the webpage will refresh to the psf (patient summary form) auth type submitting for/credentials select dc place of service select 11= office outpatient for diagnosis (icd code) go to patients chart, click on matching date encounter, and write each diagnosis in order as they're listed if there aren't diagnoses in their chart for the new patient, get them from dr mays confirm everything that's entered and select the checkbox to be able to submit the psf an alert may pop up of the approval, after reading it select ok near the end of the webpage, select print page and save as pdf (make sure it's in scans folder), 'last name, first psf request' go to patient's chart notes and as an alert add how many visits and expiration date ex psf approved 6 visits from 5/14/2025 7/9/2025 lastly, keep track of visits in patient's appointment note as well ex 1/6 psf