AT Services approvals

Use AT Services to review signed assessments, request clinician revisions, approve assessments for Supplier preparation, answer assigned pends, and review approval Case history for an eligible organization.

The workspace has three current tabs: AT review, Pend responses, and Cases. Open it from an organization where the AT Services role is active and your membership allows that role.

Review a signed assessment

1. Open AT review.
2. Select a Case from the assessment review queue.
3. Review the Case context, referral information, service lanes, and Assessment versions.
4. Select Claim review before deciding the work.
5. Open the preserved assessment version when you need to inspect the signed file.
6. Enter review notes when needed, then select Request revision or Approve assessment.

Request revision sends notes back to the Clinician and creates new Clinician assessment work. The submitted version remains in history. A later upload appears as a new immutable assessment version.

Approve assessment accepts the assessment for service-lane preparation. It is not DBHDS approval, does not authorize fulfillment, and does not create an order, invoice, License, SAR, WAMS line, MES submission, or external approval.

Dispatch Supplier referral work

After assessment approval, each approved service lane can show Supplier dispatch work.

1. Claim the dispatch work for the lane.
2. Select an authorized Supplier offer.
3. Review the Supplier, Package revision, product, MSRP or state-paid price, Supplier agreement rate, and CareMap subtotal.
4. Select Dispatch exactly once.

CareMap reloads and validates the selected offer on the server. Dispatch freezes the approved assessment and commercial terms into a Supplier referral packet, grants the selected Supplier access to the Case lane, and creates Supplier-owned SAR preparation work. It still is not an order, invoice, License, SAR, DBHDS approval, WAMS line, or fulfillment authorization.

Dispatch is designed for exact-once recovery. If a retry uses the same request after a network interruption, CareMap returns the existing referral instead of creating duplicate Supplier work.

Use pends and Cases

• Pend responses contains questions assigned to the AT Services role. Claim the response, answer the question, attach allowed evidence when needed, and submit it. The response returns to the Supplier for consolidation; it does not close the pend or submit to DBHDS by itself.
• Cases lists active and historical approval Cases visible to your role. Open a Case to review status, lanes, documents, dispatch history, pends, and audit history.

Recover from missing or stale work

• If the expected item is missing, select Refresh and check Cases before asking another organization to resend anything.
• If work is claimed by someone else, do not act on it. An authorized operator can release or reassign eligible work.
• If CareMap says the Case, lane, offer, or work item changed, refresh and repeat the action from the current Case state.
• If a Supplier offer is unavailable or has no eligible operators, confirm the Supplier, Package, and Supplier organization access with an administrator.
• If an assessment cannot be opened, record the Case reference, assessment version, visible message, and approximate time. Do not send assessment files through an unsecured channel.