Date: Thu, 28 Mar 2024 12:19:15 +0000 (UTC) Message-ID: <1770246998.991.1711628355220@confluence-prod-0.confluence-prod.confluence.svc.cluster.local> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_990_1326662838.1711628355219" ------=_Part_990_1326662838.1711628355219 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html
Description: In this topic, the user will learn ho= w to create (add a new) an authorization, approve or reject the pending aut= horization, and edit, view, or reject an authorization. An authorization is= an entry that represents an allotment of dollars or units from a funding s= ource to provide a service to a client. An authorization is for one se= rvice code and one client.
Role Required: Super User, Billing Team, Authoriza= tion
Permission Required: Authorization Admin
Log in = to profile
Select&= nbsp;Authorization from the main menu
Select&= nbsp;Pending Authorizations from the submenu
Click&n= bsp;Actions
Select&= nbsp;Add New Authorization from the drop= -down menu
Complet= e the Add New Authorization form wizard
Click&n= bsp;Save and Yes to confir= m
The authorization must be approved before it can be used.
Log in = to profile
Select&= nbsp;Authorization from the main menu
Select<= strong> Pending Authorizations from the submenu
View th= e pending authorization results or use the filters to refine then click&nbs= p;Search
Click A to approve the author=
ization or the red
Click Yes to confirm
Log in = to profile
Select&= nbsp;Authorization from the main menu
Select<= span> Authorizations from the submenu&nbs= p;
Use the= filters to refine and click Search
<= /li>Click anywhere in the authorization row to open= the authorization detail page
Click&n= bsp;Actions
Select&= nbsp;Edit Authorization from the drop-down menu
= li>Update = or edit the form wizard as needed
To reje= ct an authorization that has a balance (does not have a zero balance):
<= /li>Sel= ect Reject Authorization from the drop-down menu
A r= ed error message will populate if the authorization has punch entries enter= ed against it and the system will not allow the rejection
Click&n= bsp;Yes to confirm