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How to assign an authorization to a recipient? (Agency Access)

Adding an authorization for the Recipient

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Written by Darwin Saiz
Updated over 3 years ago

Step 1- Click on the Recipients menu.

Step 2- Then click on the Recipient of your interest.

Fig. Steps 1 and 2.

Step 3- Go to the tab Authorizations and Click on the +Add button.

Fig. Step 3.

Step 4- Click on the Services drop-down list and select one option.

Fig. Step 4.

Step 5- Click on the Select button to set which billing rate to work with.

Fig. Step 5.

Add Authorization

(Part A)

Step 6- Click on the Providers drop-down list and select one option (can be added more than one Provider to the same authorization).

Step 7- Select on the Unit dropdown list which one to work with.

Step 8- Establish on the Total Units box the Max that has been assigned to the Recipient.

Step 9- Pick from the ¨Date from¨ box the date when the authorization begins.

Step 10- Pick from the ¨Date to¨ box the date when the authorization ends.

Fig. Steps 6, 7, 8, 9, and 10.

(Part B)

Step 11- Click on the drop-down list of Status and select one option.

Step 12- Ingress the max units per day, month, or year (at least one must be filled)

Step 13- Click on the Finish button to end.

Fig. Steps 11, 12, and 13.

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