To create an authorization:
- Navigate to the Practice module and select Authorizations under the “People” section
- Click +New and choose an authorization type (Insurance or Non-Insurance) to create.
- Enter in the authorization information including a description and start and end dates. Please note, insurance authorizations require an insurance policy assigned.
- 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.
- The “Total Units Authorized” should equal the total units for the entire span (date range) of the authorization.
- Click Save and Close