Tip: Know what your Funder Scheduling Rules are
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for "Appointment Exceeds Authorized Hours"
If your company has selected "Do Not Allow"
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then users will not be able to schedule more than the authorized units available, if authorizations are set up to distribute by 'service'.
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*Please note that setting authorizations to distribute by 'authorization' does not currently adhere to the exceeding authorized hours rules.
Authorization Summary Details:
Step | Description | Helpful Information |
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1. Navigate to the authorizations section of the client's profile then select the Add Authorization+ button |
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| Image Added | Client must have a funder with service line added For insurance type funders, a diagnosis is also required
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2. Select the answer to the question Has the authorization been received? | |
..By default when adding an Authorization our system will consider an "Authorization as Received" which is defined as "Yes"If you are "waiting to receive an authorization" but need to schedule appointments you can mark as "Pending"Image Added | |
. Image Removedfunder does an . |
3. Enter Authorization Details | Type in the Authorization Number Enter the Start and End Date range of the authorization If an authorization is Pending: You can input the dates requested from the funder If an authorization is Not Needed: You can input dates for a recommended re-evaluation, for example.
Select the Rendering Provider - This will dictate what you see in the Rendering Provider Name and Rendering Provider NPI # columns in the Billing Export |
Will Will generate only group information in columns AP - AS of the billing export report Provider Assigned to the Appointment: Will list the provider who physically performed that service during that session
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. .Optional: Referring Provider Image Added | |
populate. ..Authorization Billing Details
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Authorization Billing Codes
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Step | Description | Helpful Information |
1. Select |
4. Select your Distribute Units preference | |
. (Recommended) By Authorization:
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If then then users will not be able to schedule more than the authorized units available. Tip: If you want to have more control over preventing staff from scheduling more hours than allowed/needed, then it would be recommended to Distribute Units By Service and enter in the Authorized Units.
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2Please note: When viewing the authorization details from the client authorization home page the system displays the amount in "hours".
However the system is still calculating the units and displays units in the billing reports. 5. Add Service or Add All Services | Add multiple services to the same authorization by clicking Add Service to add individually, or Add All Services to add all service names under the client's funder Optional: The Scheduling Goal allows you to target a specific intensity of service that is different from what has been authorized. For example, if the family does not accept all of the authorized hours
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The system will not allow users to schedule more than is authorized as long as you have set the Exceed Authorized Hours Scheduling Rule in your Company Settings to "Do Not Allow".Image Added |
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6. After adding in services, Save the Authorization | Image Added |
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Authorization Dashboard
Steps | Description | Helpful Information |
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Viewing Authorizations | You can view authorization details from the client authorization home page. |
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.However .If you do not see the authorization, that could be because it either starts in the future or has expired, navigate to the top right of the screen where it says Auth Status and switch this from "Active" to "All"
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Editing, Uploading, Copying, and Deleting Authorizations |
Image RemovedImage AddedEdit: Allows you to adjust values on the current authorization such as authorized units, dates, rendering provider, etc.
Upload: Copy: Delete: If an authorization has not be utilized and scheduled against, you will be able to delete the authorization Image Modified. If scheduling has occurred against the authorization, you would be unable to delete and the recommendation would be to term the authorization by adjusting the end date.
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Need Help?
Contact us support@rethinkbh.com