Client Authorization Status

After you Add Client Authorizations you can view Client Authorization Status when you Schedule Client Appointments. This feature will allow you to immediately see the units/sessions available or remaining for a client whether scheduling single or recurring appointments. 

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Single Appointments

1. From the agenda, calendar or client details create a new appointment.
2. Enter the Client.
3. Select the Service Type.
4. The available/remaining units/sessions for the period will display will display.
   
   
   
5. The available/remaining units/sessions for... will display in red when there are no units/sessions available or remaining, there is no authorization or authorization will be expired by this date. 
   
   

Recurring Appointments

1. From the agenda, calendar or client details create a new recurring appointment.
2. Enter the Client.
3. Select the Service Type.
4. A message will display indicating if the authorization will expire, will be exceeded, or is not available within the scheduled period.
   
   
    

Authorization Rounding Rules

For service types that bill 1 unit for a certain time interval, units are calculated based on a mid-point rounding system. The calculated number of units will round up once the midpoint is reached, and round down if the midpoint is not reached based on the length of the appointment. The number of units will never round down to 0. For example: 
If the service type bills 1 unit for every 15 minutes, the midpoint is reached at 8 minutes

• An appointment from 2:00 - 2:38 PM would round up to 3 units.
• An appointment from 2:00 - 2:37 PM would round down to 2 units.

If the service type bills 1 unit for every 60 minutes, the midpoint is reached at 30 minutes

• An appointment from 2:00 - 3:30 PM would round up to 2 units.
• An appointment from 2:00 - 2:29 PM would round down to 1 unit.