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

This tutorial will provide scenarios that may result in you receiving warnings when Editing Authorizations in your system.

Warning MessageDescriptionAction Taken 

"This change will result in existing appointments falling outside the authorized dates. These appointments will display orange in color on the calendar and are listed below"


This warning is informing you that you have made a change that will result in some existing appointments no longer being connected to the authorization you are changing.

Scenario:

(Existing Appointments will fall OUTSIDE the new authorization dates)

Auth Date was for 1/1/2018-1/31/2018

End Date is changed to 1/16/18

There are existing appointments for the time period 1/17/18-1/21/18.


If you "Save" the system will do the following:

  1. Tag the appointments that no longer fall within the authorization date as " No authorization" and they will be Orange in Color on the scheduler.

Fields that cannot be edited

  • Funder Name
  • Service Line
  • Unit type

These fields come from your Company>Funder Set Up.

For more info see: 

Company Set Up Items




Fields that can be EDITED at ANYTIME

  1. Authorized Received?
  2. Authorization #
  3. Start Date/End Date
  4. Diagnosis (IF THERE IS MORE THAN 1 TO SELECT)
  5. Rendering Provider
  6. ADD Service to this Authorization 
  7. Auth # Units
  8. Auth Frequency
  9. Sched Goal Units
  10. Sched Goal Frequency

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

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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