The PA Workflow

Tasks & Prior AuthorizationLast updated: 2026-10-12

When you open a prior authorization (PA), Therapy Interchange, or Legacy Therapy Discontinuation task, the centerpiece of the detail page is the Workflow Timeline — a chronological record of every event in the workflow from evaluation through determination, data request, or outcome letters.

Some prior authorizations start from a GoldCard schedule rather than a claim rejection. Those PAs follow the same timeline and states as any other PA. The patient chart’s collapsed episode row and the expanded timeline summary both show a GoldCard chip so you can tell the episode was proactive. When more clinical information is needed, the timeline shows a GoldCard Data Request Fax event with proactive-outreach wording rather than the standard rejection-driven data-request label — you still work the request from the same Data Request / Remediation next-steps cards. When a GoldCard review is approved or denied, the timeline shows GoldCard Approval Letter or GoldCard Denial Letter rather than the standard approval or denial labels.

When a standard prior authorization review needs more information for an excluded brand substitution, the timeline shows an Excluded Brand Data Request Fax outbox event.

In the Task Information card, the Patient section shows the linked patient’s name, Member ID when one is on file, and date of birth. Select the copy control beside Member ID to place the member number and person code together on your clipboard. When the patient has no active insurance, the copy is the Member ID shown there.

Reading the Workflow Timeline

The Workflow Timeline card appears on any task of type Prior authorization (initiation), PA continuation, Therapy Interchange, or Legacy Therapy Discontinuation. At the top of the card you will see:

Medication chip — the drug being reviewed.
Workflow state chip — the PA’s current stage (see table below).
Task status chip — the underlying task status (open, completed, etc.).
GoldCard chip — appears when this PA was started from a GoldCard config (proactive outreach).

When a determination is available, a summary banner may appear above the event list with a plain-language summary of the PA status and a Next step line indicating what action — if any — is needed. Your organization controls whether that AI summary banner is shown; when it is turned off, Determination Review (below) is still available without the summary text. If a summary is still being generated and summaries are enabled for your tenant, you will see a progress indicator instead.

Below the summary, the timeline lists each event newest first — the most recent events, along with any current action items or next steps, appear at the top, and older events (evaluations, outbox communications, data requests, determinations, and transitions) follow beneath. Each event header shows the date and time together with who performed the action — a user’s name when someone manually approved, reviewed, or changed workflow state, or system when the application performed the step automatically. Select any event to see its details.

When Matching Rules excluded the medication before clinical rules ran, the timeline shows Evaluation Skipped: Guideline Did Not Apply under the Guideline Evaluation event. The description names why — for example that the medication’s route or dosage form did not meet the guideline’s matching rules. That skip does not open a data request and is not a denial.

When a determination came back denied, the PA Determination: Rejected event names the requirements the patient did not meet — for example Criteria not met: Body mass index (39156-5) ≥ 20 kg/m2 — using the same wording as the denial letter sent to the prescriber. If more than three requirements failed, the first three are listed followed by a count of the rest. Older denials whose stored detail cannot be resolved still read Patient does not meet criteria for therapy.

Determination Review

When clinical criteria are available for the determination, the timeline shows Determination Review with a Review button. If your tenant has Determination LLM summary turned on, a plain-language summary and Next step line appear above those controls; when the summary is off, you still open the same review panel without that text. Select Review to expand the panel, where you can walk through exactly how the determination was reached and gather any additional information you need before acting.

Clinical criteria tree

At the heart of the panel is the clinical criteria tree — a nested breakdown of the guideline rules that were checked against this patient. Criteria are organized into groups:

All of the following groups require every item beneath them to be satisfied.
One or more of the following groups require at least one item beneath them to be satisfied.

Each criterion shows whether it was satisfied:

A green check with a Criteria met pill indicates the requirement was satisfied.
A red X with a Criteria not met pill indicates the requirement was not satisfied.

When a guideline references a reusable ontology rule, that ontology rule appears as its own row in the tree. The row names the rule and states whether the patient must match it (for example The patient must match ontology rule Diagnosis, Diabetes) or must not match it (for example The patient must not match ontology rule Diagnosis, Pancreatitis). Its pill is the result for the ontology rule as a whole. The diagnoses, drugs, procedures, or other criteria the ontology rule checks are listed beneath that row as supporting detail. For a must-not-match rule, an inner row can show Criteria not met while the ontology row shows Criteria met — a patient with no pancreatitis diagnosis does not meet the inner pancreatitis check, which is exactly what satisfies “must not match.” Read the ontology row for the outcome.

When an ontology expands into a long flat list of diagnosis detail lines (for example many Confirmed, Not present, or Unable to determine rows), the list starts collapsed with a Show N diagnoses control. Select it to expand the full list; select Hide N diagnoses to collapse it again.

When a group or ontology rule has six or more requirements listed beneath its row, those requirements start collapsed with a Show N requirements control under the group or ontology row, which stays on screen with its result. Select Show N requirements to expand the list; select Hide N requirements to fold it again. A short list of five or fewer requirements is always open, and so is a list that mixes requirements with nested groups or diagnosis lines. Each requirement in an expanded list keeps its own Show N diagnoses control when it has a long diagnosis list.

When the overall determination did not pass, the tree is titled Clinical Criteria Not Met so you can quickly find the requirements that blocked the PA. Individual rows may show the patient’s own value alongside the requirement for context. The tree scrolls independently when it is long.

Documents

Alongside the criteria, the panel lists the patient’s documents. Select a document to preview it inline without leaving the timeline, so you can confirm supporting evidence while you review the criteria — PDFs, images, and plain-text files (for example .txt) open in the preview pane. Select the + next to Documents to upload a clinical document without leaving the review panel — the same upload flow as the rejected Next Steps card.

When previewing a PDF, scroll continuously through every page with the mouse wheel or trackpad — after you click inside the preview, arrow keys, Page Up / Page Down, Home, and End also scroll. Use the toolbar arrows or type a page number to jump directly. Use the search field in the preview toolbar (magnifying-glass icon) to find text inside the document — the PDF renders as an image, so your browser’s own find feature won’t work here. Type a term and press Enter to jump to the first match; the status (e.g. 3 / 12) shows your position, and the up/down arrows (or Enter / Shift+Enter) step to the next or previous match. For PDFs with selectable text, matches are highlighted on the page; for scanned documents, search jumps to the matching page without drawing highlight boxes.

Chart Updates

If your review surfaces missing or failed clinical criteria for this determination, select Enter Missing Clinical Data under Chart Updates. The chart-entry form opens in a panel on the right side of the screen. The document list and preview stay in Documents so you can read the note while you enter data. Each failed requirement shows the patient’s Current chart value next to the guideline Required value. Enter corrected observations, diagnoses, procedures, or medications where supported and save them directly to the patient chart. Saving updates the chart only — it does not re-run the evaluation. If an entry that must be stored with the document cannot be written, the form shows an error and does not confirm the save.

Under each requirement you can enter, the form asks Was this fact present in the document you reviewed? Your answer decides how the entry is recorded:

No, or you leave it unanswered — the entry is a chart supplement. It is saved to the chart as an entry you made yourself and is not tied to any document. Use this when you are adding information from another source, such as a phone call or your own knowledge of the patient.
Yes — choose the document in the Documents list first (the Yes option is unavailable until a document is selected). The saved fact is then recorded on the chart as coming from that document. If the document’s extracted data was missing the fact or had a different value, your entry is also recorded as feedback that the extraction missed or misread it.

Entering data alone never counts as an extraction mistake — only a Yes answer for a selected document does. If the answer can’t be recorded, your chart entries are still saved and a message tells you.

When a failed diagnosis requirement lists more than one candidate ICD code, choose one code from the list, set Status and a date (Current diagnosis, Not diagnosed, or Never diagnosed), then select Add entry. That code leaves the list so you can add another. Codes already recorded as a current diagnosis are not offered. Only entries you add are saved.

When every criterion passed for this determination, the button is disabled and a short note explains that there are no failed clinical criteria to enter here.

Close the panel when you are finished. The document preview stays available the whole time.

Timing, pausing, and completing

When you start a review, a timer begins next to the controls and counts up in minutes and seconds while the panel is open. Select Pause to step away mid-review — the panel collapses and the timer stops accumulating time, and selecting Review again resumes it from where it left off.

Select Complete when you have finished reviewing. This records the total time you spent reviewing, who completed the review, and when. After completing, the panel shows a “Reviewed by … · Nm Ns” summary in place of the timer controls, and this completed state persists — it stays visible when you return to the task later.

If the chart is updated or a new evaluation runs after you completed the review, that review is no longer current. The summary shows Review again instead of the completed summary. Select it to reopen Determination Review — the review timer resets and you walk through the criteria again with the latest evaluation and chart data.

Workflow States

State	What it means
Initial	Evaluation complete; waiting for the next automated step
Data Request	A data-request letter has been sent to the prescriber
Remediation	A custom data request has been sent to gather additional clinical data
Approved	PA determination letter approved and sent
Rejected	Denial letters and the PharmPix denial message have been released; the closed episode stays on the patient’s Overview under that drug
Renewed	A continuing PA has been approved for renewal
Discontinued	The PA has been discontinued
Appeals	An appeal has been filed against the determination
Abandoned	The PA closed without a determination because staff manually abandoned it, or because every open data request expired without a response
Termed	The PA closed because the patient’s coverage for this medication ended. No determination letter is sent.
Excluded Medication	The medication is excluded from the plan. The prescriber receives an exclusion letter, and the pharmacy receives one when the plan faxes the pharmacy. There is no patient letter.
Failed	A system error prevented the PA from completing

Next Steps When a Data Request Is Open

When the evaluation needs more clinical information, the PA moves to the Data Request or Remediation state and a Next Steps: Resolve Data Request card appears beneath the timeline. From here you can send a fax to the prescriber, upload a progress note, manually enter the data, or send a custom data request.

Once the requested data is present on the patient’s chart, the PA is fulfilled and re-evaluated. This happens automatically — as soon as all of the requested clinical data appears on the chart (for example, after you upload a document or add a medication, diagnosis, procedure, or observation), the system re-checks the open data request and re-evaluates the PA.

If you have just updated the chart and want to move things along right away rather than wait, select Re-evaluate now in this card. This button is always available while the PA is awaiting data — including when the data request already shows as fulfilled but the PA is still parked in the Data Request state. It re-evaluates this prior authorization against the current chart:

If an open data request is now fully satisfied by the chart, it is fulfilled and you will see “Data request fulfilled from chart — re-evaluating this prior authorization.”
Otherwise the PA is simply re-evaluated with the latest chart data, and you will see “Re-evaluating this prior authorization with the latest chart data.”

The timeline reloads either way so you always see the latest state.

Next Steps After a Rejection

When a determination comes back rejected, a Next Steps: Determination Rejected card appears beneath the timeline with the ways you can move forward.

If your organization requires staff review before communications go out, the card leads with a Deny & Send Communications action. This is the deliberate step that actually sends the denial — until you confirm, the denial letter and the PharmPix denial message are held.

Selecting Deny & Send Communications opens a Review & Confirm Denial dialog so you can check exactly what will be sent before anything leaves the system. The dialog shows:

Denial details — the patient, the denial reason code, and the drug being denied.
PharmPix denial message — the exact denial message that will be submitted (when PharmPix is enabled).
Recipients — each recipient (prescriber, patient, pharmacy), the delivery status, and whether delivery is Manual or Automatic, with a link to that recipient’s letter.
Denial letter preview — the generated denial letter shown inline so you can read it in place. When more than one letter was generated, links let you open each one.

Select Deny & Send to dispatch the held denial letters and, when configured, submit the PharmPix denial. Both parts are released together. If the required letters are unavailable, the denial remains open and the PharmPix denial is not sent by itself. A progress indicator streams the status, and the timeline refreshes automatically when the send completes. This action cannot be undone, so review the letters and message first.

The PA stays open while required denial communications are pending. For organizations using Deny & Send, the PA closes after that combined release succeeds. Automatically released denials close after the required provider letters and PharmPix denial succeed. The closed episode remains on the patient’s Overview under that drug — expand its row there to read the determination, the letters, and any pharmacy retries that follow — and it also stays in the patient’s full task list on Tasks.

Once the denial has been sent, the timeline may show a red PharmPix Denial entry recording that the denial was filed with the pharmacy benefit system. This entry is separate from the red Rejection entry: Rejection is the clinical determination that the patient did not meet criteria, while PharmPix Denial confirms the denial was recorded on the pharmacy side. Seeing both is expected, and neither indicates an approval.

A later rejected claim can qualify for another guideline review without starting a separate PA. When that happens, this PA reopens and the new review continues on the same timeline. If the review reaches the same standing denial, the episode stays closed on Overview under that drug and no Start Evaluation is offered for that claim — the denial you are looking at is the answer.

The same card also offers two recovery options that do not send a denial:

Add Data & Re-evaluate — stay on the workflow timeline while you gather missing clinical evidence. Use Upload Clinical Document to attach a progress note, or Enter Missing Clinical Data to open the same chart-entry form used in Determination Review. That form opens in a panel on the right side of the screen, and the document preview stays visible. Each failed criterion lists the patient’s Current value next to the guideline Required value. For a single ICD code, use the entry-type dropdown (Current diagnosis / Not diagnosed / Never diagnosed), which defaults from the chart when known. When several candidate ICD codes apply, choose one code, set Status and a date, then select Add entry before choosing another; only the entries you add are saved. Saving updates the chart only — it does not re-run the evaluation. If an entry that must be stored with the document cannot be written, the form shows an error and does not confirm the save. After the chart changes, a persistent banner may appear noting that the determination may be outdated (with the chart-modified time); use Re-evaluate Against Guidelines when you are ready. While the re-evaluation is running the card confirms Re-evaluation started., and once it finishes that message changes to Re-evaluation completed. — a View Evaluation button sits alongside it either way. If the patient now meets criteria, an Approval step will appear for you to confirm and send communications. The same chart-changed banner can also appear after an approval when clinical chart data is edited later, so you know to re-check the determination against the updated chart.
Force Approve — override the clinical rules and approve the PA when you have justification outside the automated criteria.

A Manually Transition option is always available to move the PA to another valid workflow state.

Manual Transitions

When a PA task requires a human decision, you can manually move the workflow to a new state using the Transition button in the upper-right corner of the Workflow Timeline card.

Selecting Transition opens a menu labeled Manual PA transitions with the following options (available options vary by current state):

Action	When to use it
Approve	You are approving the PA. A determination letter will be sent and PharmPix will be updated if configured for automatic contact.
Deny	You are denying the PA. A determination letter will be sent and PharmPix will be updated if configured for automatic contact.
Abandoned	The PA will not be worked further. This marks it abandoned without creating any follow-up child tasks.
Remediation	Opens the custom data request dialog so you can gather additional clinical data from the prescriber.
Closed	Closes the PA and cancels any open child tasks.

After you select an action (other than Remediation), a confirmation dialog opens titled Manually [action] PA. You must enter a Reason before the Confirm button becomes active. After you confirm, the timeline refreshes to show the new state.

When you choose Approve or Deny and more than one guideline was evaluated for this PA, the confirmation dialog asks you to select which guideline the decision applies to. Each evaluated guideline appears as a radio option with its indication label (for example, Type 2 Diabetes or Obesity). Choose one before Confirm becomes available. The selected guideline drives the determination — letters and downstream automation follow the same path as if that guideline had been the winning automated result. If the PA already has a primary guideline, that option is pre-selected when it appears in the list. When only one guideline applies, the dialog still shows that guideline so you can see what the decision will use — there is no choice to make.

Note on Approve and Deny: These options are not shown when the PA is already in an approved or denied state, respectively.

Note on Abandoned: This option is only available when the PA is in the Initial, Data Request, or Remediation state.

An abandoned PA is not a denial, so it does not stand in the way of a later review. If the clinical data you asked for arrives after the request expired, that same PA picks up where it left off. If the pharmacy sends another rejected claim for the drug instead, a new PA episode starts and is evaluated from scratch — it appears as its own row under that drug on Overview.

When Coverage Ends (Termed)

While a PA is in progress, GEMA checks whether the patient still has coverage that applies to that medication before major next steps (evaluation, sending a determination, abandoning an unanswered data request, or re-evaluating after new chart data). If coverage has ended, the PA moves to Termed and closes. The workflow timeline shows a Coverage Ended entry explaining that the patient’s coverage ended and the PA closed. No determination letter goes out.

Termed is separate from Abandoned: Abandoned means the PA closed without a determination because staff stopped working it, or because every open data request expired without a response. Termed means coverage ended and the system closed the PA automatically. No determination letter goes out for a termed PA. You cannot manually transition a termed PA — use a new PA if coverage is restored and the medication still needs authorization.

On the patient chart Overview, a termed PA appears with a Termed chip and Coverage ended wording so you can see why that medication is no longer in an active workflow.

Approve & Send Communications

When your organization requires human review before determination letters go out, an approved or renewed PA with held communications shows a green Next Step: Approve & Send Determination card on the timeline.

Select Approve & Send Communications to open the Review & Approve Determination dialog. That dialog confirms you are about to dispatch the held letters (prescriber, patient, and pharmacy as applicable).

If the patient already has an active authorization on file for this drug, the dialog states plainly that PharmPix submission will be skipped — the letters still go out, but no new PBM submission is created. When no active authorization applies, the dialog includes PharmPix submission in the same approval step (when PharmPix is enabled for your organization).

When a PharmPix Send Fails

PharmPix is sent the patient’s current insurance member ID first. If the chart lists other insurance that also covers today and PharmPix reports that a member has no active insurance, those other current members are tried automatically, one at a time. When a later member is accepted, the PharmPix entry on the timeline notes which member was used and which member PharmPix rejected. No retry step appears.

If a PharmPix send still fails, the timeline shows a red PharmPix entry with the error, and a red Next Step: Retry PharmPix Submission card appears. When that failure belongs to the same task you would approve, the green Next Step: Approve & Send Determination card is not shown. The red card is your one next step, with one Manually Transition option. Select Review & Retry PharmPix to open the Review & Approve Determination dialog for that task.

When PharmPix reports no active insurance for every current member, the timeline shows one PharmPix: No Active Insurance entry that names the rejected member or members in the order they were tried. The card reads Next Step: Review Insurance & Retry PharmPix and names the same members. Check the patient’s insurance on the chart, correct it if needed, then select Review & Retry PharmPix.

Releasing Exclusion Letters

When a medication is excluded and your organization requires human review, the exclusion letters are held. The timeline shows a green Next Step: Release Exclusion Letters card. Select Release Held Letters to send the prescriber letter and, when the plan faxes the pharmacy, the pharmacy letter. The card appears only while the letters are still held; once you release them it disappears and the letters show their delivery status on the timeline. View Task Details opens the excluded medication task, where the Exclusion Letters card offers the same Release Held Letters button.

Determination Letters on the Timeline

When a PA is approved, denied, or renewed, the timeline shows a Determination communication card with tabs for Prescriber, Patient, and Pharmacy. Each tab shows that recipient’s delivery status and mode (Manual or Automatic). For an excluded medication, the card shows a Prescriber tab, plus a Pharmacy tab when the plan faxes the pharmacy. There is no Patient tab. The card opens on the recipient that still needs action, and that tab is marked so you can see it without opening each one. A pharmacy letter with no fax number stays on Generated and Manual until you print and send it.

If a letter was Cancelled, Failed, Fax Failed, or Delivery Failed, select the affected recipient tab and choose Resend Letter (for automatic prescriber or pharmacy faxes) or Regenerate Letter (for patient letters or manual delivery). The system regenerates the PDF and, for automatic fax recipients, queues a new transmission. You can also open View Outbox Item for full delivery controls.

Use the Transition menu on an approved or renewed PA when you need to deny, request remediation, or close the workflow.

On the task detail page, a Related Items section appears when the task is linked to an evaluation or to outbound letters. Selecting View Evaluation (or View Evaluation Details) opens the patient’s chart directly to the Evaluations section with that evaluation’s audit panel already open, so you can review the full criteria breakdown in context. If the task is missing a patient or guideline reference, the button falls back to opening the population-level evaluation run page instead. Use View Outbox Item to open each letter by recipient (prescriber, patient, or pharmacy).

For Therapy Interchange tasks the Workflow Timeline shows the interchange workflow created event, the TI rules evaluation result, child-task milestones, and the letters that match the outcome:

When the member meets the continuation-style interchange criteria, Source Authorization Queued confirms that a source authorization was accepted for processing. No letter is sent.
When the member does not meet the interchange criteria, Move to Preferred Drug appears, followed by Move-to-Target Letters and 30-Day Refill Block Queued. The prescriber notice is required; patient and pharmacy notices appear only when configured.
When the data request expires, the timeline distinguishes that result from a rules failure and shows the same queued 30-day refill block and move-to-preferred communication.
When the review cannot be decided from the information on file, a Therapeutic Interchange Data Request event lists the requested clinical items and the Therapy Interchange Data Request Fax outbox card (prescriber). A Next Steps: Resolve Data Request card appears beneath the timeline with the same resolve options as a PA data request — send the prescriber fax, upload a progress note, or Manually Fulfill Data Request to enter the missing clinical data on the prescriber’s behalf. Select Re-evaluate now after updating the chart to re-run the interchange rules evaluation.
Older historical episodes may still show Conversion Letters and Source Authorization Ended when they used the former teardown process.

A member who meets the criteria stays on their current medication. The system automatically submits a source authorization to PharmPix for the source drug (using the identifier and duration configured in the interchange’s Source Authorization Settings); no letter is sent. A Therapy Interchange episode is opened and then closed on the patient’s timeline once the authorization request is durably accepted. If the member had already been asked for clinical data and the information supplied now shows they meet the criteria, the interchange task that made the request is completed instead — the review is finished, a source authorization is submitted, and the task stays on the patient’s timeline for reference.

The PA-specific actions — Transition, manual approval, and manual denial — are not shown for interchange tasks. On a TI rejection child, the PharmPix card is read-only: it shows whether the automated 30-day refill block is pending, queued, successful, or failed. Data-request resolve steps (Manually Fulfill Data Request, upload, fax, and Re-evaluate now) still appear when a therapeutic interchange data request is open.

For Legacy Therapy Discontinuation tasks the Workflow Timeline follows the same shape with its own wording, and never names a preferred or target drug:

Legacy Therapy Review Started opens the episode, followed by the Discontinuation Rules Evaluation and its result.
When the member meets the continuation criteria, Source Authorization Queued confirms the member stays on the therapy and the source authorization was accepted for processing. No letter is sent.
When the member does not meet the criteria, Discontinue Therapy appears, followed by the Therapy Discontinuation Letter card and 30-Day Refill Block Queued. The therapy ends with no replacement medication. The prescriber notice is required; patient and pharmacy notices appear only when configured.
When the review cannot be decided from the information on file, a data request event lists the requested clinical items alongside the Legacy Therapy Data Request Fax outbox card (prescriber), with the same Next Steps: Resolve Data Request options — send the prescriber fax, upload a progress note, or Manually Fulfill Data Request — and Re-evaluate now to re-run the criteria.
When the data request expires, the timeline distinguishes that result from a criteria failure and shows the same queued 30-day refill block and discontinuation notice.

The PA-specific actions are hidden here too, and a discontinuation rejection child shows the same read-only PharmPix 30-Day Refill Block card, with its outcome reading Legacy therapy rules not met — discontinue therapy (or the expired-data-request wording) rather than any move-to-preferred text.

Sub-tasks

For every PA parent task, a Sub-tasks section appears below the Workflow Timeline. This table lists the child tasks that have been created automatically during the PA workflow — for example:

Initiation — a PharmPix submission task
Discontinue — a PharmPix revocation task
Data request — a request for clinical data from the prescriber
Rejection — a rejection-related communication task

Each sub-task shows its title, status, due date, and creation date. Select a sub-task row to open its detail page.

On a Rejection sub-task, a Rejection Details section lists the requirements the patient did not meet under a Criteria Not Met heading, each with the patient’s own value beneath it. These are the same requirements stated in the denial letter, so you can answer “why was this denied?” without opening the letter.

This wording is shown only for the determination that is currently in force. If the PA was re-evaluated after this rejection, the older rejection is marked Superseded and shows summary counts of the criteria it failed rather than the newer determination’s wording — so an outdated rejection never appears to have been denied for the current reasons. Open the live rejection to read the wording behind the denial that stands.

Child tasks of a PA workflow display a blue banner at the top of their detail page reading This task is part of a Prior Authorization workflow, with a View PA Workflow Timeline button that takes you back to the parent PA.

Data Request and Rejection children of a Therapy Interchange episode show the same style of banner with TI-specific context and a View Therapeutic Interchange Timeline button back to the interchange parent. Rejection children show a read-only PharmPix 30-Day Refill Block card; they never offer PA approval or denial controls.

Data Request and Rejection children of a Legacy Therapy Discontinuation episode show their own banner reading This task is part of a Legacy Therapy Discontinuation workflow, with a View Legacy Therapy Discontinuation Timeline button back to the parent. The data-request banner explains that the request decides whether the member stays on the therapy; the rejection banner notes the queued 30-day refill block and discontinuation notice. These children never offer PA approval or denial controls either.

If the task or a PharmPix submission encounters an error, a red alert banner appears at the top of the task content area. The banner shows the error message. If a PharmPix-specific error is also present, it appears below the main error text.

For past errors, expand the Error History accordion (visible when system errors exist) to review the full history of errors and their timestamps.