Prior medication trials
Assemble drug, dose, start and end dates, response, and reason for discontinuation. Corroborate outside-prescriber trials with available fill history. Check the payer's trial-count, duration, class, current-episode, and psychotherapy requirements; a medication list alone does not establish an adequate trial.
Rating scales and response
Track baseline, mid-course, and end-of-course scores using scales the payer accepts, such as PHQ-9, MADRS, or HAM-D. Flag outdated baselines and missing response documentation before a continuation or repeat-course request is due.
Authorized versus delivered sessions
Keep granted units and expiration dates beside the session ledger. Reconcile initial mapping, treatment sessions, and motor-threshold redeterminations with 90867/90868/90869 usage. Start reauthorization before either the unit limit or end date interrupts the scheduled course.
Spravato benefit and supply
Distinguish medical buy-and-bill from pharmacy-supplied treatment. Check the authorization, expected drug supply, dose, billable units, and payer's current code requirements together. Surface an unconfirmed shipment or a drug-code change that requires a new authorization.
Spravato treatment documentation
Keep REMS enrollment and the post-dose observation record with the billed session. Check contraindication screening, PDMP documentation where required, and payer requirements for concurrent oral antidepressant use. Clinical questions go to the treating clinician.