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 Team, Authorization

Permission Required: Authorization Admin

Create (Add New) Authorization

  1. Log in to profile

  2. Select Authorization from the main menu

  3. Select Pending Authorizations from the submenu

  4. Click Actions

  5. Select Add New Authorization from the drop-down menu

  6. Complete the Add New Authorization form wizard

  7. Click Save and Yes to confirm

Approve or Reject a Pending Authorization

The authorization must be approved before it can be used.

  1. Log in to profile

  2. Select Authorization from the main menu

  3. Select Pending Authorizations from the submenu

  4. View the pending authorization results or use the filters to refine then click Search

  5. Click A to approve the authorization or the red R to reject

  6. Click Yes to confirm

Edit, View, or Reject an Authorization

  1. Log in to profile 

  2. Select Authorization from the main menu 

  3. Select Authorizations from the submenu 

  4. Use the filters to refine and click Search

  5. Click anywhere in the authorization row to open the authorization detail page

  6. Click Actions 

  7. Select Edit Authorization from the drop-down menu

  8. Update or edit the form wizard as needed

  9. To reject an authorization that has a balance (does not have a zero balance):

    1. Select Reject Authorization from the drop-down menu

      1. A red error message will populate if the authorization has punch entries entered against it and the system will not allow the rejection

  10. Click Yes to confirm

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