Add an Authorization Number without a Case

Add an Authorization Number without a Case

Typically, this is for a limited or one-time use where there is no count down of visits.

Add an Authorization for Limited or One-Time Use

  1. On the Post or Modify Charge screen, choose Add Manually from the Authorization Dropdown in the Patient panel.

  2. Add an Authorization Number

  3. Click Submit.

InfoExample:  An Authorization for a surgery that you will use only once and does not need a Case.



InfoAdd New is only used for adding an Authorization to an existing Case.



 Add an Authorization Without a Case on the Add/Modify Appointment Screen 

  1. On the Add/Modify Appointment screen, select -ADD MANUALLY- from the Authorization dropdown

  2. In the pop-up, enter the Authorization Number.

  3. Select Submit.

    • Related Articles

    • Add a Case and Authorization/Referral

      User Permissions to access Cases Cases can be added in multiple places in the System. Select this link: Cases and Authorization Overview. Case Panel Type: Choose from the dropdown or add your own by choosing Manage (See below for adding Case Types). ...
    • Use Authorization without an Authorization Number

      If a Case does not need an Authorization Number or the Authorization is Pending, the Authorization number can be left blank with a note of explanation. A Pending link will be created on the Case Dashboard. On the Case screen, select the Add ...
    • Add an Authorization to a Case using Countdown

      Use the Countdown on an Authorization When the Countdown fields are used, a message will be displayed when the Case/Authorization is used on the Scheduling Appointment screen and on the Post/Modify Encounter screen. The fields that are available for ...
    • Cases and Authorization Overview

      Overview Cases hold information to use for a patient's episode of care, generally for multiple Encounters and Appointments. Common uses include Authorizations, Workers Compensation, Hospitalizations, OB, DME, Accidents, and Pre-certifications which ...
    • Add a Case for Workers Comp

      Workers Compensation Case Cases allow specific information for repeated Charges and Appointments per patient. Workers Compensation Policy The Insurance Profile for Workers Comp should be added first. See Workers Compensation Policy Profile. Add a ...