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 Authorization link.
- Leave the Authorization Number blank.
- Create a Note to alert the User during Charge Entry that no Authorization is needed or Authorization is Pending.
- Select Save [F2].
- On the Validation Warning, select Save and Continue.
- If you do not want to save as blank, select Cancel Authorization.
Pending Link created on the Case Dashboard
When the Authorization Number is left as blank, a Pending link is created on the Case Dashboard.
- Select the Pending Link to open the Add/Modify Authorization screen to add an Authorization number or update the Authorization note.
- 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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