A service is submitted for approval by the case worker after creation. If a service has been configured such that the specification of a provider or provider type is mandatory, the system only allows the service to be submitted once a provider or provider type has been selected.
When the case supervisor or a case worker with approval privileges submits the service, services that have no eligibility determination processing are automatically approved and the client is authorized to receive the service. For services that use product delivery processing to determine eligibility, the client's eligibility is determined when the service is submitted. If eligible, the service is approved and the client is authorized to receive the service. If the client is ineligible, the service remains in a status of "open" and the client is not authorized to receive the service.
Services that are submitted by a case worker without approval privileges will require manual approval by a user with the appropriate privileges. The system automatically assigns a task to the user with the required approval privileges. This task includes instructions to the user to either reject or approve the service. Services submitted for approval have a status of "submitted". Note that services for which an authorized rate has been specified always require manual approval by a supervisor.