Patient Details
Legal name, date of birth, contact information, medical record number, and insurance/payer ID to match claims and prior-authorization records for accurate processing.
A fully documented MDT Packet clarifies medical necessity, speeds payer review, reduces requests for additional information, and creates a clear audit trail for clinical decisions and equipment delivery.
The packet is completed and reviewed by a multidisciplinary team to ensure clinical appropriateness and payer compliance.
Roles vary by setting; accurate attribution and dated signatures from each contributor improve approval odds and post-delivery documentation.
Legal name, date of birth, contact information, medical record number, and insurance/payer ID to match claims and prior-authorization records for accurate processing.
Primary and secondary ICD coding, brief problem statement, functional limitations, and how seating/back supports address loss of function or prevent skin breakdown.
Seat width/depth, pelvic obliquity, posterior trunk height, and documented measurement method with units to support product selection and sizing decisions.
Pressure mapping, range of motion, postural assessment, skin integrity photos, and test-sitting notes that demonstrate objective need for a specialized cushion or back.
Prior-authorization number, benefit verification summary, HCPCS codes proposed, estimated cost, and any payer-specific form completion instructions included.
Ordering clinician signature with printed name and NPI, multidisciplinary reviewers initials, dates, and explicit statement of medical necessity to meet payer requirements.
| Recipient Order | Clinician signs first, then therapist and DME representative in defined sequence for accountability. |
|---|---|
| Required Fields | Make patient name, DOB, NPI, measurements, and payer ID mandatory to prevent incomplete submissions. |
| Authentication Level | Use email + SMS code for moderate assurance; consider stronger methods for payer-sensitive exchanges. |
| Attachments Handling | Require photo uploads, pressure-map files, and supplier quotes; limit file types to PDF/JPG/PNG. |
| Automatic Routing | Configure auto-forwarding to case manager and payer portal after final signature to expedite review. |
Ensure the chosen platform supports secure uploads, required authentication, and long-term retention before using it for clinical packets.
Submit as soon as equipment is clinically justified; many payers expect pre-delivery prior auth.
Typical adjudication ranges from 7 to 30 calendar days depending on payer policies.
Some payers require follow-up clinical notes within 30–90 days after delivery.
When additional info is requested, respond promptly; delays can lead to denials.
File claims per payer schedule; timely submission affects reimbursement timing.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |