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Know what your Funder Scheduling Rules are for " Appointment Exceeds Authorized Hours".
Feature Description Description | Visual Support |
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Navigate to the authorizations section of the client's profile then select the "EDIT" button for the authorization you would like to modify | |
Fields that cannot be edited
These fields come from your Company>Funder Set Up. For more info see: | |
Fields that can be EDITED at ANYTIME
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Tip: Before making any changes to a client's authorization we recommend the following: Know what your Funder Scheduling Rules are for " Appointment Exceeds Authorized Hours". Your company has 3 options to select:
Most of the time company's select Warn and Allow or Do Not Allow, but there are times they may allow. Our system will take into account each funder scheduling rule for any change that is made to a client authorization. |
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