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MOH Prior Approval Workflow

This article explains how to request, submit, and manage Ministry of Health (MOH) prior approvals in Principle.

Ayden avatar
Written by Ayden
Updated this week

Some MOH treatment codes require prior approval before treatment can be claimed. Principle supports this workflow by generating prior approval forms, allowing you to submit them electronically and track their status from the patient record.


When Is Prior Approval Required?

Prior approval is required for certain MOH treatment codes.

When one of these codes is added to a treatment plan, Principle will prompt you to request approval before proceeding.


Requesting Prior Approval

  1. Open the patient’s treatment plan.

  2. Add a treatment code that requires prior approval.

  3. Select the blue Request approval button.


Completing the Prior Approval Request

After clicking Request approval:

  1. Select the appropriate claim type (for example, SDS or OHSA).

  2. Add any relevant comments for MOH.

  3. Click Submit.

Principle will then generate a digital copy of the prior approval form, automatically filled with the patient and treatment details.


Reviewing and Sending the Form

Before sending the form:

  1. Review the auto-filled information.

  2. Add your signature.

  3. Attach any supporting documents if required (such as X-rays).

  4. Click Send forms.

The form is sent electronically - no printing or manual emailing is required.


Tracking Prior Approval Requests

Once sent:

  • The request appears in the patient’s profile under Account → MOH→ Approval Requests

  • The request status remains pending until approval is received

You can return to this section at any time to view the submitted form.


Marking a Request as Approved

After you receive confirmation of approval from MOH:

  1. Open the patient’s Account → MOH tab.

  2. Locate the prior approval request.

  3. Click the three dots next to the request.

  4. Select Mark as approved.

This step is required before the approved treatments can be claimed.

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