A clearer path
to connected care.

1. Identify the member

   Match the member record and date of birth. The portal requires verified eligibility for the requested service date before proceeding.

2. Connect the providers

   Have requesting, servicing and billing provider details ready, including identifiers and service location.

3. Describe the request

   Prepare diagnosis codes, requested services, applicable procedure codes and modifiers, place of service, requested dates and whole-number quantities.

4. Add the clinical context

   Gather the reason for the request and relevant clinical notes. Share patient information only through the approved secure workflow.

5. Review before submitting

   Check the request type, dates, service lines and documents. Save the request number to follow later updates.

Orion workflow guide · October 2026. This guide describes the developing portal, not a coverage policy or an official claim-submission specification.

1. Choose the care setting

   Select the appropriate facility request and inpatient or outpatient setting. Complete the fields shown for that setting.

2. Confirm member and facility details

   Match the member and eligibility, then identify the requesting provider, servicing facility and applicable billing information.

3. Describe the planned admission

   For inpatient requests, prepare the admission date, admission details, anticipated stay and requested days. Actual discharge details are confirmed after care.

4. Prepare the service lines

   Gather diagnoses, services, applicable revenue codes, dates and quantities. Use current authorized coding references; the prototype examples are not a complete licensed catalog.

5. Attach the supporting context

   Prepare the clinical notes supporting the requested care. Check that each document belongs to the correct request and member.

Orion workflow guide · October 2026. This guide describes the developing portal, not a coverage policy or an official claim-submission specification.

1. Start from an approved authorization

   Choose the authorization related to the care. Approved member, provider and service information forms the starting point.

2. Confirm what was delivered

   Review actual diagnoses, services, service dates, units and charges. An authorization describes approved care; the claim must reflect actual care.

3. Review the billing details

   Check the billing and rendering providers, service location, modifiers and applicable professional or facility details. Complete any missing claim information.

4. Submit and follow the receipt

   Review the final claim before submitting. Retain the claim number and follow requests for information. A received claim has not necessarily been adjudicated or paid.

5. Track additional visits

   Multiple claims can be linked to an authorization. Review the remaining quantity and avoid duplicate submissions. Authorization alone does not guarantee payment.

Orion workflow guide · October 2026. This guide describes the developing portal, not a coverage policy or an official claim-submission specification.

1. Use the correct request

   Confirm the member and authorization or claim reference before selecting an attachment.

2. Choose readable files

   Prepare complete, legible PDFs or supported images. Follow the file-type and size requirements shown in the secure portal.

3. Explain the attachment

   Use a clear document category and context so reviewers can understand what the file supports. Avoid unrelated patient information.

4. Wait for upload and safety checks

   Follow the document status until it is available for review. An uploaded document may still be awaiting scanning.

5. Respond to the requested information

   Use the request-linked inbox to identify the missing information, attach the relevant version and follow the response status. This public website accepts no clinical uploads.

Orion workflow guide · October 2026. This guide describes the developing portal, not a coverage policy or an official claim-submission specification.

1. Receive an approved invitation

   Each person uses their own invited account within an approved organization. Public provider registration is not open yet.

2. Set up your authenticator

   Choose a password and complete authenticator enrollment. Keep the password and authenticator codes private.

3. Use your assigned role

   Your workspace reflects your organization and permissions. Ask your approved administrator about access changes.

4. Recover a forgotten password

   The staging flow uses an emailed six-digit code and a new password. Authenticator sign-in remains required. Public account access is still coming soon.

5. Get help with a lost factor

   If you cannot access your authenticator or email, use the designated account-recovery process. Never send passwords, codes or clinical records to general support.

Orion workflow guide · October 2026. This guide describes the developing portal, not a coverage policy or an official claim-submission specification.

1. Keep the request reference

   Use the authorization request number or claim number to identify the relevant work item.

2. Read the full update

   Review the current status, dated history and any specific information requested. Status labels alone may not explain the full decision.

3. Respond in the linked conversation

   Provide the requested details and relevant documents through the secure portal so they remain attached to the correct work item.

4. Review the decision details

   For an authorization, check approved dates, services, quantities and the stated outcome. For a claim, distinguish review status from payment.

5. Follow the next action

   Use the worklist and notifications to identify items awaiting your response. Public visitors cannot look up a patient or request on this website.

Orion workflow guide · October 2026. This guide describes the developing portal, not a coverage policy or an official claim-submission specification.