Supplier approval referrals

Use Supplier > Referrals to work approval service lanes dispatched to your Supplier organization. Referrals are separate from Supplier accounts, orders, renewals, and Catalog content.

The Referrals area has four current sections: Approval work, Pend responses, Pend consolidation, and Cases.

Prepare SAR and WAMS work

1. Open Approval work.
2. Select the referral lane and review the Case, commercial snapshot, product, Package, price, and approved assessment.
3. Select Claim SAR work.
4. Upload the externally prepared SAR/quote PDF and select Mark SAR ready.

Marking SAR ready freezes a SAR Packet and creates Support Coordinator WAMS-line work. CareMap stores the externally authored PDF; it does not create the SAR or submit it to WAMS.

After the coordinator records the WAMS line, claim Supplier WAMS submission work. Enter the external submission/reference identifier, upload the WAMS PDF, optionally attach evidence, and record the submission. CareMap records the attestation and evidence. CareMap does not connect to WAMS or verify that WAMS received or accepted the submission.

Record DBHDS outcome

After the Support Coordinator records the DBHDS submission, claim the Supplier outcome work and record the reported DBHDS outcome:

• Approved creates authorization-upload work.
• Denied closes only that lane.
• Pend opens a pend cycle and creates assigned pend-response work.

CareMap records your attestation and optional evidence. CareMap does not connect to or independently verify DBHDS.

Answer and consolidate pends

• Pend responses contains questions assigned to the Supplier role. Claim, answer, attach allowed evidence when needed, and submit the response.
• Pend consolidation contains Supplier consolidation work after required responses are complete. Claim the work, review responses and evidence, upload the consolidated PDF, and complete the consolidation. The next handoff returns to Support Coordination for external resubmission.

Blocked consolidation usually means at least one required response is still missing.

Freeze authorization and link the client

For an approved DBHDS outcome, claim Authorization work, enter the authorization reference and effective dates, upload the authorization PDF, and select Freeze Authorization Packet.

The frozen authorization makes the lane ready for fulfillment. It does not create an order, invoice, License, MES claim, payment record, or fulfillment authorization by itself.

When the lane is ready, use Create or link client account to connect the Case Person to a Supplier-managed client account. You can create a new account or select an existing account already managed by this Supplier. If the person is linked to an account outside Supplier scope, CareMap will not claim it automatically; an administrator must explicitly grant access.

Linking preserves the Case Person and Case history. It still does not create an order, License, invoice, or payment.

Recover from missing or stale work

• If a referral is missing, clear search, select Refresh, and check Cases.
• If work is claimed by someone else, do not upload against it. Authorized operators can release or reassign eligible work.
• If CareMap says the Case, lane, clock, or work item changed, refresh and repeat the action from the current state.
• If evidence is missing or cannot be read, reopen the Case and record the visible message, affected lane, and approximate time. Do not share private documents or external identifiers in unsecured messages.