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Recommended setup for authorizations

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Before using the Patient Authorization functionality, we recommend completing the following setup:

  • Review authorization settings in the Insurance Codes window. Settings to review include Require Authorizations, Consolidate Claims Across Authorizations and Include Non-Billable.
  • If you plan to use the authorization functionality associated with supply groups, the groups must be defined in Netsmart Homecare through Administration > General > Supply Groups. The steps provided below define the configuration necessary to use this functionality.
  • Enable security permissions to Supply Groups. Permissions can be defined at the Group, Role, or Operator level in Administration > Configuration. The Supply Groups privilege is located under Administration > General.
  • Ensure supplies are defined in Administration > General > Supplies. The supplies entered here are used to define supply groups.
  • Create supply groups in Administration > General > Supply Groups.
  • If you plan to use the Patient Limit functionality available in Patient > General > Patient Limits, the access must be defined for the appropriate operators. Permissions can be defined at the Group, Role, or Operator level in Administration > Configuration. The Patient Limits privilege is located under the Patient > General category.