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.
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:
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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| Warning Message | Description | Action Taken by Rethink System | Action Needed by User |
|---|---|---|---|
"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 the changes made to the dates will result in some existing appointments no longer fall within the new authorization period. 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: Tag the appointments that no longer fall within the authorization date as "No authorization" and they will be Orange in Color on the scheduler. For this example the appointments dated 1/17-1/21/18 will now be orange on the staff calendar and be tagged as No Authorization.
| Create a new authorization and reconnect the appointments 1/17-1/21/18 to the new authorization. *note: if the final authorization has not been received then a "pending" auth can be entered. to learn how click here. |
"This change will result in existing appointment exceeding the authorized units. Scheduling Rule "Appointment Exceeds Authorized Hours" is "do not allow" | This warning is informing you the changes made will result in existing appointments exceeding the new authorized units. | No action can be taken due to Scheduling Rules. | You may need to review the scheduled hours for this client and service to determine if modifications will be needed at the scheduling level. |
"This change will result in existing appointment exceeding the authorized units. Scheduling Rule "Appointment Exceeds Authorized Hours" is "Warn and Allow" | This warning is informing you the changes made to the dates will result in some existing appointments no longer fall within the new authorization period. | If you SAVE: Rethink system will Any appointments that Exceed the Authorized Units will display pink in color and will be tagged as "Exceeds Hours". | When running billing export check the validation column to identify the appointments that exceed the authorized amount to avoid overcharging your funder. |
