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.

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



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



    • 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). ...

    • Add an Authorization to a Case using Countdown

      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 ...

    • Case Dashboard

      Case Dashboard User Permissions to access the features on the Case Dashboard Case Notes Permissions The Case Dashboard is the overall view of a Case and the Authorization attached to it. Select the Modify link to edit the Case information. Notes ...

    • 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 ...