Permissions: You must have Billing Permissions.
In WebABA, you have the ability to track Authorization by Service Type or Units. If you do so, you will receive alerts when there are no Authorized Units left or if the Authorization is expiring.
Before you can track Authorization in WebABA, Service Types must be added by an Organization Administrator.
- Learn how to Add Service Types to WebABA
Additionally, the Client must have an Insurance Payer added to their Bill To & Insurance Info tab as Authorizations are tied to Insurance.
- Learn how to Add Insurance to Client Profile
You can add as many Authorizations as needed for each Client. Authorizations and how they are tracked are dependent on how you work with Appointments and Multiple Payers.
Authorizations and Appointments
An Authorization is considered used when the Appointment Status is marked as Kept. There are other changes to Appointments that can impact the Authorization Counter:
- If you delete a Kept Appointment with an Authorized Service, the counter is recalculated.
- If you manually change a future Appointment to Kept.
- Changing the units defined for an authorized service under Organization Settings > Service Type.
NOTE: When you are scheduling an appointment for a client that has an authorization entered, you will be able to see how many units you have available. This counter will update as appointments are scheduled or canceled throughout the authorization period.
Authorizations and Multiple Payers
When tracking and billing Primary and Secondary payers:
- Set the Primary Authorization for the amount authorized by both payers combined.
- If the Secondary payer authorizes more hours than the Primary you must decide how to enter the hours. The Primary Authorization units should always set to an amount easily managed.
NOTE: For service types that bill 1 unit for a certain time interval, units are calculated based on a mid-point rounding system. The calculated number of units will round up once the midpoint is reached, and round down if the midpoint is not reached based on the length of the appointment. The number of units will never round down to 0. For example:
If the service type bills 1 unit for every 15 minutes, the midpoint is reached at 8 minutes
- An appointment from 2:00 - 2:38 PM would round up to 3 units.
- An appointment from 2:00 - 2:37 PM would round down to 2 units.
If the service type bills 1 unit for every 60 minutes, the midpoint is reached at 30 minutes
- An appointment from 2:00 - 3:30 PM would round up to 2 units.
- An appointment from 2:00 - 2:29 PM would round down to 1 unit.
- Add Client Authorizations
- Edit or Delete Authorizations
- Client Authorization Status
- Learn about Authorization Reminders