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- Select the Get Form button to start editing.
- Activate the Wizard mode on the upper toolbar for additional advice.
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- Use the Date function to specify the date on the template.
- Click the Sign tool to create an electronic signature. You have three options: typing, drawing, or capturing one.
- Recheck that every field has been properly completed.
- Click Done in the upper right corner to save the document.
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To conduct a utilization review, start by gathering all relevant patient information and treatment plans. Next, apply clinical guidelines and criteria to evaluate the appropriateness and medical necessity of each service. Document the findings clearly using a Utilization Review Template to ensure compliance and facilitate communication among healthcare providers. This method ensures a structured approach to the review process.
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