To create an authorization:

1. Navigate to the Practice module and select Authorizations under the “People” section
2. Click +New and choose an authorization type (Insurance or Non-Insurance) to create.
3. Enter in the authorization information including a description and start and end dates. Please note, insurance authorizations require an insurance policy assigned.
4. In the “Fee Schedule” tab, add the bill codes assigned to the authorization.
   • The “Total Units Authorized” should equal the total units for the entire span (date range) of the authorization.
     • E.g. 200 total units between the start and end dates specified in the details tab.
   • The “Units Per Period” should equal the amount of units allowed within a specific period.
     • E.g. 20 units per week.
   • The “Period” is the period specified in the “Units Per Period.”
     • E.g. Per week, per month, over date range.
   • In the “Notes” tab, users can add notes or upload files.
     • E.g. Copies of the authorization.
5. Click Save and Close