Copy Authorizations/ Add Multiple Services with "1 click"

Easily copy existing authorizations and add multiple services with "1 click".

FEATURE

DESCRIPTION

GOOD 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 will automatically be loaded.
services that are not needed can be deleted.

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Copy Authorizations/ Add Multiple Services with "1 click"

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