Add Client Authorizations

  Permissions: You must have Billing Permissions.

You can add as many Authorizations as needed for each Client. An Authorization is considered used when the Appointment Status is marked as Kept.

1. Locate Client and open Client Profile.
2. Click Bill To & Insurance Info tab. 
3. Scroll down to Insurance Authorizations section.
4. Click Add New Authorization button.
5. Select appropriate Insurer/Payer for the Authorization from the dropdown.
6. Enter Authorization Number, as well as the Start and End Dates for the Authorization.
7. Select the appropriate Service Type from the Services dropdown.
8. Enter the number of units allowed and the authorized timeframe.
9. Click the blue plus icon to add additional Services.
10. Click Save Authorization button after you have entered all Authorization information.