Use Authorization without an Authorization Number

Use Authorization without an Authorization Number



  1. On the Case screen, select the Add Authorization link.

  1. Leave the Authorization Number blank.
  2. Create a Note to alert the User during Charge Entry that no Authorization is needed or Authorization is Pending.
  3. Select Save [F2].

  1. On the Validation Warning, select Save and Continue.

  • If you do not want to save as blank, select Cancel Authorization.

When the Authorization Number is left as blank, a Pending link is created on the Case Dashboard.

  1. Select the Pending Link to open the Add/Modify Authorization screen to add an Authorization number or update the Authorization note.
  2. The Note can be seen without opening the Authorization.


Charge Entry Screen Authorization

The Note shows on the Add/Modify Charge screen when the authorization is left blank.


Add a Charge Management rule to get a Validation Warning when saving the charge.




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