Add/Edit/View Authorizations

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 "Auths" tab
  3. Click +New: opens a separate window. Information required for billing is highlighted in pink in the following image.

This window contains the following entry areas:

  • 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: the start date of the authorization.
  • Expiration Date: the expiration date of the authorization.
  • Allowed Visits drop-down menu: the number of visits granted by the authorization.
  • Visits Used drop-down menu: 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 in a drop-down menu for which the authorization is approved.  Check the box by the appropriate code and click OK.

Providers tab: a required tab that contains the providers that the patient can see under this authorization.

Click OK | Save to add the authorization.

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

  1. Click Persons & Institutions | Patients | select patient | Auth tab
  2. Click on the authorization from the list
  3. Change information, click OK | Save
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