Authorization screen is accessed from the Patient Demographic page. Click on the Authorization option to access the screen.
The Authorization is auto tracked by the system and every use of an Authorization reduces the Visits Remaining from the total number of Visits. Creating an Authorization also auto triggers an alert that can be seen on selecting the patient in Charges and Payments screens.
There are 2 sections on the Authorization screen – the top section shows the Existing Authorization and the bottom section shows Authorization Information which is used for adding a new Authorization or editing the information on the existing Authorization.
On the Authorization Information section, enter the mandatory information – Type, Insurance, Authorization Number and Visits Allowed.
Note: If the Type selected is – “Insurance”, please ensure the insurance selected here, matches the insurance added for the patient.
The rest of the fields are optional and can be used to view additional information on the Authorization . After you enter the values to the fields, hit the Save button. The new Authorization will now appear on your patient’s list and it needs to linked to the visits that require authorization.