Authorization field in the Charge Entry screen gets populated according to the case selected.
Some key points to be noted are:
a. All authorizations for the patient from the primary payer in the selected case will be available in the Authorization field drop-down.
b. If the selected case is a cash case, then all Self-Pay authorization will be displayed.
c. If the Insurance selected in the Authorization and that in the selected Case is different, the Auth# field will not be displayed. Images 1 and 2 explain this.
Note: The Visit Remaining and the Total Visit Used data in the authorization screen is auto-updated when a charge is posted. But before the charge is entered, the Authorization needs to be linked to the case. It is advised to link the authorization to the case as soon as the authorization is added to a patient’s file.