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Description: In In this topic you , the user will learn how to renew an authorization.When When an existing authorization expires and you receive a new authorization for the same Client Funding Account, you should Renew Authorization instead client funding account is received, renew the authorization instead of creating a new authorizationone. New authorizations should be created when there is a new service, which also requires a new Client Funding Accountclient funding account.
Role Required: Authorizations Role/ Super User, Authorization, Billing Team Role
Permission Required: Authorizations Admin PermissionAccess
Renew an
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Authorization
Log in
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with
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personal profile
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Select Authorization from the main menu
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Click the Authorization tab the sub menu.
Select Authorizations from the submenu
Enter the client name and service code in the filters and click Search
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Click anywhere on the authorization
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Click Actions.
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Click Renew Authorization.
row to view details
Click Actions
Select Renew Authorization
Complete
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all editable fields on the Renew Authorization
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form wizard, which include the new date, balance, and max information.
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Click Save
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and Yes to confirm
Approve the
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Log in to DCI with your personal profile.
Click the Authorization from the main menu.
Click the Authorization tab the sub menu.
Fill in the Client Name and Service Code filters on the Authorizations screen and click Search.
Click anywhere on the authorization to open the Authorization Details screen.
Click Actions
Click Approve Authorization
Click Yes on the confirmation window
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Renewed Authorization from the Pending Authorizations Screen
Log in
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with
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personal profile
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Click Authorization on the main menu
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Click the Authorization tab the sub menu.
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Click Pending Authorizations on the sub menu.
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Click A in the authorization row.
Click Pending Authorizations on the submenu
Click A in the authorization row to approve (or the red R to reject)
Click Yes to confirm
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