In order to attach an authorization for a patient follow these instructions:

1. Click Persons and Institutions | Patients
2. Click on a patient and select the "Authorizations" tab

    As shown above authorizations contains the following data entry fields:

• "Show expired authorizations" checkbox: displays expired authorizations
• New Authorization button: used to add a new authorization for a patient
• View/Edit Authorization button: used to add, view or edit an authorization for a patient

3. Click New Authorization: this window contains the following data entry fields and tabs

Definitions:

• Authorization Code Field: code from insurance company that identifies the authorization.
• Note Field: a miscellaneous note about the authorization.
• Insurance Drop-down Menu: the insurance company that granted the authorization.
• Start Date Field: the start date of the authorization.
• Expiration Date Field: the expiration date of the authorization.
• Allowed Visits Field: the number of visits granted by the authorization.
• Visits Used Field: the number of visits already used by the patient on this authorization.
• Do not use for billing Checkbox: this disables the authorization from being used when billing the patient.
• Transaction Codes Tab: a required tab that contains the transaction codes that the authorization is approved for.
• Providers tab: a required tab that contains the providers that the patient can see under this authorization.

4. Click OK | Save to add the authorization.

In order to view or edit an existing authorization, please complete the following steps:

1. Select the "Authorization" tab
2. Click on View/Edit Authorization | Change information | OK | Save