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

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". 

Feature DescriptionVisual Support

Navigate to the authorizations section of the client's profile then select the "EDIT" button for the authorization you would like to modify

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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