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This tutorial will outline:

  1. Fields that can be modified for any client authorization.
  2. Warnings that you may receive as a result of changes made to Authorization Dates and Authorized Units and/or Frequency selections.
  3. Actions our system will take upon saving changes that impact Authorization Dates and Authorized Units and/or Frequency selections.

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Fields that cannot be edited

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Editing Authorizations is easy if you have permissions to perform this function.

 DescriptionVisual Support

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:

  • Allow
  • Warn and Allow
  • Do Not 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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Navigate to the authorizations section of the client's profile then select the "EDIT" button for the authorization you would like to modify

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Fields that CANNOT be SELECTED at anytime.

  • Funder Name
  • Service Line
  • Unit type

These fields come from your Company>Funder Set Up.

For more info see: 

Company Set Up Items

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Fields that can be EDITED at anytime



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Fields that CANNOT be SELECTED if there are: 

EXISTING APPOINTMENTS

  1. Service Name

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Fields that CAN be SELECTED if there are

NO EXISTING APPOINTMENTS

  1. Authorized Received?
  • Authorization #
  • Start Date/End Date
  • Diagnosis
    1. Diagnosis 
    2. Rendering Provider
    3. ADD Service to this Authorization
    (this is the orange Add Button)Auth # Units
    2. Service Name 
    3. Auth Frequency
    4. Sched Goal Frequency

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    Fields that CAN be SELECTED if there are:

    EXISTING APPOINTMENTS

    1. Authorized Received?
    2. Diagnosis 
    3. Rendering Provider
    4. ADD Service Button
    5. Auth Frequency
    6. Sched Goal Frequency

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    Fields that CAN be EDITED at ANYTIME

    1. Authorization #
    2. Start Date/End Date
    3. Auth # Units
    4. Sched Goal
    FrequencyImage Removed
    1. Units

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    still have questions?

    support@rethinkbh.com