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This feature allows users to Easily copy existing authorizations and update as needed. In addition users can easily add multiple services with "1 click".

FEATUREDESCRIPTIONGOOD TO KNOW
Copy Existing Authorizations

FIRST- locate the client authorization

THEN- click the icon 'COPY AUTH'.


  • A copy of the authorization will be generated.
  • The Authorization # and Start and End Dates will be blank for you to update.
  • You can also make any other modifications as needed to authorization units etc.

  • UPLOADED FILES WILL NOT BE COPIED TO THE NEW AUTHORIZATION
Add Multiple Services to NEW authorizations

CLICK  'ADD ALL SERVICES' 

THEN enter authorized #units/freq



Note: If user clicks on ADD ALL SERVICES  for an existing authorizations, the system will only add any active services that were not previously added to the authorization.




  • ALL  services that are ACTIVE for the client funder in your COMPANY ACCOUNT FUNDER SET UP ACCOUNT  will automatically be loaded.
  • any service can also services that are not needed can be deleted if not needed.