Page History

...

• Dashboard - Click to return to the dashboard. Includes the Authorizations Widget and News Posts. 
• Clients - Click to view client information such as basic demographics, associated entries and employees, authorizations, and diagnosis.

...

1. Enter the client name in the Type Client Name field and select it when it populates
   1. Optionally, also enter the Date of Service to narrow the search results.
2. Click Search to display the client’s authorization information
   1. Service Code – Service the client is eligible to receive. A client may have multiple service codes.
   2. Start Date – Day the authorization starts
   3. End Date – Day the authorization ends
   4. Initial Balance – Total amount of authorized units or dollars
   5. Remaining Balance – Amount deducted from the authorization after pre-authorization holds have been processed for billing and payment
   6. Pre Authorization Holds – Amount deducted from the authorization that has not yet been processed for billing and payment
   7. Current Available Balance – Total of the remaining balance minus any pre-authorization holds
   8. Monthly Max – Maximum units or dollars available for the authorization per service per client per month
   9. Weekly Max – Maximum units or dollars available for the authorization per service per client per week
   10. Daily Max – Maximum units or dollars available for the authorization per service per client per day

3. Click Display as Time to view the authorization data in time instead of units. Once clicked, the button changes to Display as Units.

   • Authorizations measured in miles and dollars are excluded from time conversion. If minutes are in a decimal, the system will always round down to the whole minute.
4. Click Reset to exit the client’s authorization
5. Repeat the process for additional clients

News Posts

...

1. After logging into the mobile app, web portal, or mobile web, you may see one or more news posts, which display important information from the organization or program

...

1. on a splash screen. Click OK to acknowledge the content on each.
2. Additionally, view news posts by scrolling down on the dashboard

...

1. .
2. Click on a news post to open the details page

...

Clients

The Clients tab on the submenu provides a list of the case worker’s clients. To access client information:

...