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Description: In In this topic you , the user will learn how to create (add a new) an authorization, approve or reject the pending authorization, and edit, view, or deactivate reject an authorization. An authorization is an entry in DCI that represents an allotment of dollars or units from a funding source to provide a service to a client. An An authorization is for one service code and one client.
Role Required: Super User Role, Billing role, Authorization Role
Permission Required: Authorization Admin Permission
Create (Add New) Authorization
Log in to DCIprofile
Select the Select Authorization Module from the main menuSelect
Select Pending Authorizations from from the sub menusubmenu
Click Click ActionsClick
Select Add New Authorization from the drop-down menu
Complete the Add New Authorization form wizard:
Click the blue Save button
Click Yes in the confirmation alert window to confirm adding the authorizationClick Save and Yes to confirm
Approve or Reject a Pending Authorization
The authorization will need to must be approved before it can be used.
Log in to
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profile
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Select Authorization
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from the main menu
Select
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Pending Authorizations
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from the submenu
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View the pending authorization
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The table will update based on search criteria.
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There are two options:
To approve the pending entry, select the A then click Yes to confirm the approval
A green bar will display to notify the user of the approval
To reject the pending entry, select the R then click Yes to confirm the rejection
A red bar will appear to notify the user of the rejection
results or use the filters to refine then click Search
Click A to approve the authorization or the red R to reject
Click Yes to confirm
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Approved and rejected authorizations will disappear from the list once they have been addressed
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Edit, View, or
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Reject an Authorization
Log in to profile
Select Authorization from
Sign into your Personal Profile
Click Authorizations on the main menu Click the
Select Authorizations from from the submenu
Search for the authorization by typing the name in the search field and selecting it when it comes up
Click Search
Select the authorization from the table by clicking anywhere in the row
Click Actions button
Click Edit from the actions dropdown
To deactivate, update the status to Inactive
Update or edit the form wizard
Click Save
Use the filters to refine and click Search
Click anywhere in the authorization row to open the authorization detail page
Click Actions
Select Edit Authorization from the drop-down menu
Update or edit the form wizard as needed
To reject an authorization that has a balance (does not have a zero balance):
Select Reject Authorization from the drop-down menu
A red error message will populate if the authorization has punch entries entered against it and the system will not allow the rejection
Click Yes to confirmClick Yes on the confirmation window
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