Add Pre-Authorization

You can add and track Client Authorizations.

Jump to Section:

1. Click My Clients in the navigation bar and select the appropriate Client.
2. Click the Billing Details tab.
3. Click the Add icon in the Authorizations section.
4. Select the Authorization Type: Therapy Service or Other Service.

Add Therapy Service Authorization

1. Select the appropriate Service Type. The Service Type defaults to Therapy Service.
2. Enter Start and End Date.
3. Enter number of Approved Sessions.
4. Select Insurance.
5. Enter Authorization Code.
6. Select if the Authorization is Active or not.
7. Click Save.
   

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Add Other Service Authorization

1. Select Service Type.
2. Enter Start and End Date.
3. Enter Units Approved.
4. Enter Service Code & Modifier if appropriate.
5. Enter Authorization Code.
6. Select if the Authorization is Active or not.
7. Click Save.
   

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