Pre Authorizations for Families in EMA

Welcome. Today we will be discussing the new process to submit a PRE authorization in EMA. Visit apply.stepupforstudents.org to access your account or log in on our website by selecting the provided option below. To log in, enter your username and your password, then click the red Login button. Select Pre Authorizations from the list. Click the New button to start a Pre Authorization request. Choose a student's name from the drop down menu for whom you would like to create a Pre authorization. After selecting your student from the drop down menu, please click the Continue to Item Service Details button to proceed. Make sure to complete all fields in detail and upload all necessary supporting documents. After you have filled out all fields and uploaded required documents, simply click the Continue to Educational Benefit button to proceed. Please note the Educational Benefit form no longer needs to be uploaded. It will be completed within your EMA account. Please fill out all fields completely and include as much detail as you can. Also ensure that you check the box to confirm your agreement with the compliance of the Scholarship Program. Once you have signed, please select either the Keep button or or the Clear button to erase your signature and sign again. After filling out the fields and signing the form, click the Continue to Summary button to proceed. You can now submit your approval request by clicking the Submit for Approval button. If you need to make any adjustments, simply click the Back button to return and edit the Pre Approval form. Next Steps Click the Request a Reimbursement button to request a reimbursement, or you may click the Request Another Pre Authorization button to submit a new Pre authorization. You may also click on the Check the Status of your Pre Authorization Request link to check the status of your Pre authorization. Important to note, a reimbursement request should only be made once the Pre authorization has been approved. Here is a sample of the email which will be sent if the Pre authorization is approved. Once your Pre authorization receives approval, you will notice the Finish Request button. Please click the Finish Request button to proceed with the reimbursement process. A pop up will display asking you to select the option that suits your needs before clicking the button. Now. Be aware families with a New World Scholarship account will not have the option for reimbursement. Once you've selected the reimbursement option and click Continue, a pop up will appear. Please click the Continue to Reimbursement button to proceed. You will then be taken to the Reimbursement screen. On the Reimbursement screen, you'll upload your supporting documents and then click the Continue button. Now you'll Input your receipt information and press the Continue button again. Note that all information from the pre authorization has been successfully transferred and completed and is not editable on the reimbursement screen. You'll complete the following purchase date, invoice number, amount, who you paid, provider name, and educational benefit. Now, the following fields cannot be changed which is the category, the type, and the description. Then you'll upload your supporting documents and click the Done button. Next, you'll click the Continue button and you will be taken to this screen. After that, please select the Submit for Approval button. Your approved pre authorization request for reimbursement has been successfully submitted. At this point, you may either click Request another reimbursement or check the status of your reimbursement. Here is a sample of the email which will be sent if the pre authorization is placed on hold. What to do if your pre authorization is temporarily on hold, you're going to simply click the View button to release the Pre authorization in ema. Next, you'll locate the on hold reason along with the comments at the bottom of the page. When you are prepared to proceed, kindly click the Edit button. Once you have made the necessary corrections or uploaded the required documents, click the Resubmit button located at the bottom of the page or select the Cancel button to go back. If you choose the Resubmit button, you would see this pop up. If you click the Cancel button located at the bottom of the page on the previous screen, a pop up will display. Please select the action you wish to take. Next Here is a sample of the email which will be sent if the pre authorization is denied. What steps to take if your preauthorization is denied? Simply click the View button to reopen the pre authorization request. Next, you'll locate the denial reason and comments at the bottom of the page. This will provide clarity on why the pre authorization was denied. Please be aware that no additional actions can be taken. Still need assistance. Feel free to chat, call or email us here at Step up for Students.