---
title: "Your first prior authorization"
description: "Upload clinical records, check the completed form, and let Davner handle the submission."
canonical_url: "https://davner.com/docs/getting-started"
type: "doc"
---

Source: https://davner.com/docs/getting-started

To start your first prior authorization, you'll need a Davner account and the clinical documentation for the request. If your practice already uses Davner, ask your administrator for an invitation. If you're the first person at your practice, [set up your organization](https://davner.com/docs/organization/members#set-up-your-organization) first.

1. **Upload the records**

    [Sign in to Davner](https://davner.com/login) and select **New Request**. Add the files for the request, including:

    - The referral or order.
    - The patient's insurance card, front and back.
    - Patient demographics.
    - Clinical notes supporting the requested procedure.

    You can add several files at once: PDFs, Word documents (.docx), and PNG or JPEG images, including screenshots. Use **Notes or special instructions** for anything else we should know.

    Select **Upload Documents**. Davner reads the records and fills out the prior authorization form for you.

    ![The file upload page in the Anytown Orthopedics demo workspace.](https://davner.com/docs/blume-assets/content/_/6e1c0ddbf4467626.png)

    Upload the clinical records for your request.

2. **Check the details**

    Review the form Davner prepared. Check the patient, insurance, providers, and procedure details against the records, and make any corrections. If the procedure is scheduled, include the date of service.

    ![A prior authorization form populated with a demo patient's details.](https://davner.com/docs/blume-assets/content/_/b480ae3bac38b31e.png)

    Check the details Davner filled in from the records.

3. **Confirm the request**

    Once you've checked the details, select **Attest & Submit** to confirm that the information is accurate and complete.

    We'll take care of submitting the request to the payer and following up.

    ![Procedure details and the Attest & Submit button in a demo request.](https://davner.com/docs/blume-assets/content/_/2e67ae1ccbfc969e.png)

    Confirm the request with **Attest & Submit**.

## What happens next

We'll send you email updates as the request progresses and let you know if we need anything from you. You can open the request at any time to see what's happening, read call transcripts, or ask a question.