Copy Authorizations/ Add Multiple Services with "1 click"

Owned by Dawn Mackey
Last updated: Jul 11, 2019
2 min read

Easily copy existing authorizations and 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  will automatically be loaded.
  • services that are not needed can be deleted.