When an existing authorization expires and you receive the new authorization for the same Client Funding Account, you should “Renew Authorization” instead of creating a new authorization. New authorizations should be created when there is a new service, which also requires a new Client Funding Account.
To renew an authorization:
- Go to the authorization module by clicking Authorization on the Top Bar
- Fill in the Client Name and Service Code filters on the Authorizations screen and click search.
- Open the Authorization Details page by clicking on the entry in the results table
- Click Actions
- Click Renew Authorization
- Fill in all editable fields on the Renew Authorization Form.
- Click Save
- Click Yes on the confirmation window
- Approve the renewed authorization
- From the Authorization Screen
- Click the authorization on the authorizations table to open the Authorization Detail Page
- Click Actions
- Click Approve Authorization
- Click Yes on the confirmation window
- From the Pending Authorizations Screen
- Click Pending Authorizations on the sidebar
- Click A in the authorization row
- Click Yes on the confirmation window
This task requires Authorizations Role, Billing Team Role, or Authorizations Admin Permission.
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