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The user profiles client, guardian, supervisor, employer, caseworker, auditor, and super user can view the authorizations widget for accounts to which they are linked. The employee (base user) profile can only view the authorizations widget for associated clients on their dashboard when one or more active service account(s) has the setting "display auth widget enabled." Enter the client's name in the search box on the authorizations widget and click Search to return authorization results:
Service Code: Service the client is eligible to receive. A client may have multiple service codes.
State Date: Day the authorization starts
End Date: Day the authorization ends
Initial Balance: Total amount of authorized units or dollars
Remaining Balance: Amount deducted from the authorization after pre-authorization holds have been processed for billing and payment
- Remaining balance should always validate against available balance when there are pre-authorization holds
Pre-Authorization Holds: Amount deducted from the authorization that has not yet been processed for billing and payment
Current Available Balance: Total of the remaining balance minus any pre-authorization holds
Monthly Max: Maximum units or dollars available for the authorization per service per client per month
Weekly Max: Maximum units or dollars available for the authorization per service per client per week
Daily Max: Maximum units or dollars available for the authorization per service per client per day
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Role Required:Super User, Supervisor, Employer,Client, Guardian, Auditor, or Case Worker. Employee (base user) with "display auth widget enabled" setting enabled.
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