Enter insurance authorization information for patients

Path: Patient > General > Authorizations

1. Go to Patient > General > Authorizations.
2. To add a new authorization for a patient, click the Add New tab.
3. Complete the fields in the window as appropriate for your agency.
4. If needed, click the Add New tab again to enter additional authorizations for the patient.
5. To edit an existing authorization record, in the left panel of the window select the authorization you want to edit.
6. To delete the authorization record, right-click the necessary tab and select Delete.
7. Save your changes.

If a staff member schedules a visit in the Schedule component that will exceed the authorized limit, a warning message will appear stating that you are over the authorized limit and only staff who have been granted the Can exceed authorized visits privilege in Administration > Configuration > Operators will be able to proceed with enter the record.