HRA (plan-specific) · Medicare Advantage Plans / Health Insurance Plans
Annual health risk assessment required by Medicare Advantage plans and offered by many commercial insurers. Covers health history, current conditions, medications, lifestyle factors, fall risk, mental health screening, and preventive care status.
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Complete through the health plan's member portal or wellness platform
Mail the paper questionnaire in the provided envelope
Complete during your annual wellness visit with your PCP
Filing Deadline
No strict deadline, but Medicare Advantage plans may offer incentives for completing within a specified period (often within 90 days of enrollment or annually).
Results are typically available immediately (online) or within 2-4 weeks (paper).
Your health plan may use the results to recommend care management programs, schedule preventive screenings, or provide personalized health resources. Some plans offer gift cards or premium reductions for completion.
PA Request (insurer-specific) · Health Insurance Plans
Request for approval of surgical procedures, imaging studies, specialist referrals, or other services requiring pre-authorization. Must demonstrate medical necessity.
Pharmacy PA (insurer/PBM-specific) · Health Insurance Plans / PBMs
Request for coverage of formulary drugs requiring PA, non-formulary drugs, or override of step therapy, quantity limits, or other utilization management edits.
Step Therapy Exception · Health Insurance Plans / PBMs
Request to bypass step therapy requirement and proceed directly to a preferred or non-preferred drug. Must document why first-step drugs are not appropriate for the patient.
Tiering Exception · Part D Plans / Commercial Insurers
Request to obtain a non-preferred drug at the lower cost-sharing tier. Prescriber must provide a supporting statement documenting why the lower-tier alternatives are not appropriate.
Specialty PA (insurer-specific) · Health Insurance Plans / Specialty Pharmacies
Prior authorization request for high-cost specialty medications including biologics, gene therapies, and other complex drugs. Requires detailed clinical criteria documentation.
DME PA (insurer-specific) · Health Insurance Plans / Medicare MACs
Request for coverage of wheelchairs, CPAP machines, hospital beds, prosthetics, orthotics, and other durable medical equipment.
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