Add Client Authorizations

Access Client

1. Hover over the Managers tab in the Navigation bar, and select Client Manager from the drop-down.
2. Click on desired Client.

Jump to Section:

Add Authorizations

1. Click Authorizations from the Notes/Information section on left menu.
   
   
    
2. Click Create New.
   
   
    
3. The Service Authorization Submission Form will display.
4. Enter Date of Request Submission, select Group, and Service Required.
5. Enter all remaining fields.
6. If desired, set Alert to be notified when authorization units are low or is near expiration.
7. Click Submit when complete.