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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 roleTeam, Authorization Role
Permission Required: Authorization Admin Permission
Create (Add New) Authorization
Log in to
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profile
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Select Authorization
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from the main menu
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Select Pending Authorizations
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from the
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submenu
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Click Actions
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Select Add New Authorization from the drop-down menu
Complete the Add New Authorization form wizard
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Click the blue Save button
Click 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
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Approved and rejected authorizations will disappear from the list once they have been addressed
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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Once approved, the authorization is ready and available to use
Edit, View, or
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Reject an Authorization
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Sign into your Personal Profile
Log in to profile
Select Authorization from
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the main menu
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Select Authorizations
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from the submenu
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Search for the authorization by typing the name in the search field and selecting it when it comes up
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Click Search
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Select the authorization from the table by clicking anywhere in the row
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Click Actions button
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Click Edit from the actions dropdown
To deactivate, update the status to Inactive
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Update or edit the form wizard
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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 confirm
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