02 How to Add Authorizations by Using Templates

1. Click the arrow in the Clients Desktop

2. Click on Authorizations

3. Add Authorization

Use Template

1. Select the client.

2. Click on Use Template button

3. Select the authorization template.

4. Enter the authorization info.

Helpful Hint: Select the Authorization Level Validation checkbox if you want the system to validate unit maximums for multiple/bundled services. Enter the max units as required (daily, weekly, monthly, total, etc.).

5. Click on the Save button

Select Client

Click Use Template

Select Template

Enter Description, Required Fields (marked in red) & Save

Verify the Information

1.Open the authorization from the search grid.

2. Adjust any information as necessary.

3. Click on the save button to save any changes