Recall a Pre-Approval to Draft Status

You may recall a submitted pre-approval as long as no line items have been fully approved. The RECALL button will not function for pre-approvals with Expired, Applied, Partially Applied or Approved status.

1. Select a Pre-approval request with a "Pending" status and no approved items.

2. On the Preview screen, click RECALL. This button is only accessible in the Preview, not if you open the pre-approval.

3. On the confirmation screen, click YES. The pre-approval will become a draft and be moved to your Draft Pre-Approvals list but retain any notes that were entered during the incomplete approval process.