Description: In this topic you will learn how to create (add a new) authorization, approve or reject the authorization and edit, view or deactivate 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 authorization is for one service code and one client.
Role Required: Super User Role, Billing role, Authorization Role
Permission Required: Authorization Admin Permission
Create (Add New) Authorization
Log in to DCI
Select the Authorization Module from the main menu
Select Pending Authorizations from the sub menu
Click Actions
Click Add New Authorization
Complete the Add New Authorization wizard:
Click the blue Save button
Click Yes in the confirmation alert window to confirm adding the authorization
Approve or Reject Authorization
The authorization will need to be approved before it can be used.
Log in to personal profile
Select the Authorization Module from the main menu
Select Pending Authorizations from the submenu
Locate the pending authorization in the table below the search box or utilized the search criteria (i.e., the start date or end date of the authorization, client name etc.) then select Search.
The table will update based on search criteria.
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
Approved and rejected authorizations will disappear from the list once they have been addressed
Once approved, the authorization is ready and available to use
Edit, View, or Deactivate an Authorization
Sign into your Personal Profile
Click Authorizations on the main menu
Click the Authorizations from the submenu
Search for the authorization by typing the name in the search field and selecting it when it comes up
Click Search
Select the authorization from the table by clicking anywhere in the row
Click Actions button
Click Edit from the actions dropdown
To deactivate, update the status to Inactive
Update or edit the form wizard
Click Save
Click Yes on the confirmation window
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