Session Tracking cannot initially be added when creating a client. You can do so though, immediately after the Client is created. You may track up to 7 different authorizations.
NOTE: If you need to add an Authorization number to an Insurance Claim, it will be need to be added to the Client Session screen (see Creating Client Sessions).
You can monitor all of your Authorizations by using the Authorized Insurance Sessions report located under Reports > Misc Reports (see Insurance Authorizations).
Jump to section:
Add Session Tracking
- Click Client dropdown and select Client Name.
- Scroll down to Primary Insurance section.
- Click the newly enabled green Enter or View Tracking Info button.
- Add appropriate information and click Save.
Remove Session Tracking
- Click the green Enter or View Tracking Info button.
- Delete out all information in appropriate row.
- Click Save.