01 How to Create Authorization Templates

1. Go to Authorizations

2. Click on "Authorization Templates"

3. Click on "Add Template"

Key Steps:

  1. Enter the required information.

Helpful Hint: Once the Authorizing Payer is selected, the corresponding service choices will populate to the lower section of the window.

  1. Select the services to be included on the template.

Helpful Hint: Separate templates are typically created in order to group services by program (and by payer), or in a way that makes sense with regards to service delivery.

  1. Click on Save

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