ON DEMAND Exceeds Authorization Check

The “on demand” feature allows users to identify hours that may have exceeded a client’s authorization.

This feature increases the visibility of identifying appointments that exceed hours, so users can determine if any adjustments in a funder’s company account settings or a client’s schedule is needed.

Info specific to the Scheduling Rule Appointment Exceeds Authorized hours is below:

Description	Good to Know

Description	Good to Know
IMPORTANT: This feature will find appointments exceeding a client authorization that were the result of the Funder’s Scheduling Rule “Appointment Exceeds Authorized Hours” being set to to either “Warn & Allow” or “Allow”.	”If your company account funder settings all reflect the option “Don’t Allow” for exceeding authorized hours, the system will NOT allow users to over schedule. Rethink recommends selecting “Do Not Allow” in order to limit users from scheduling more hours than are authorized.

Steps	Description	Good to know

Steps

Description

Good to know

1.

First- look up the staff and or client appointments in week or month view
Then click on the orange icon above the calendar labeled: “Exceed Authorization: OFF”
After selected, the button will turn green and read “Processing”
Once complete it will remain green and read “Exceed Authorization: ON”

Available within the Individual or Group Calendar view
Once Exceeds Authorization is enabled; it will remain on even if searching for a different staff or client AS LONG AS you are in the same date range.

2.

Appointments that exceed the client authorized hours will display in red.

3.

To locate appointments that exceed authorized hours in the Appointment List

Enter Date Range

Select Filter Criteria

Scroll down to filter Appointments with Billing Issues, then select “Exceeded Authorized Hours”

Click “Submit”