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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.
Feature DescriptionVisual Support

Fields that cannot be edited

  • Funder
  • Service line
  • Unit type

These fields come from your Company>Funder Set Up

Company Set Up Items



Fields that can be EDITED at anytime

  1. Authorized Received
  2. Authorization #
  3. Start Date/End Date
  4. Diagnosis
  5. Rendering Provider
  6. ADD Service to this Authorization (this is the orange Add Button)
  7. Auth # Units
  8. Auth Frequency
  9. Sched Goal Units
  10. Sched Goal Frequency



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