Description: In this topic, the user will learn how to create (add a new) an authorization, approve or reject the pending authorization, and edit, view, or reject an authorization. An authorization is an entry 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, Billing, Authorization
Permission Required: Authorization Admin
Create (Add New) Authorization
Log in to profile
Select Authorization from the main menu
Select Pending Authorizations from the submenu
Click Actions
Select Add New Authorization from the drop-down menu
Complete the Add New Authorization form wizard
Click Save and Yes to confirm
Approve or Reject a Pending Authorization
The authorization must be approved before it can be used.
Log in to profile
Select Authorization from the main menu
Select Pending Authorizations from the submenu
View the pending authorization 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
Edit, View, or Reject an Authorization
Log in to profile
Select Authorization from the main menu
Select Authorizations from the submenu
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
Related articles