This article explains how you can create an authorization or placeholder alongside adding insurance details. 

Video Walkthrough

For a live demonstration of How To Create A New Authorization. Watch the Video below:

How to Create a New Authorization?

To create a new Authorization:

1. Navigate to the Patients module.

                                                                             

 

2. Scroll down or use the search bar to find the desired patient. 

3. Under the selected patient’s profile, click on Ins/Authorization.

                                                                         

 

4. Click on the “+” symbol above the Authorization list. It will redirect you to the new screen.

                                                                   

 

5. Add the following information:

1. Description: State the authorization name.
2. Insurance: Select the insurance type from the drop-down.
3. Treatment Type: Select the treatment type from the drop-down.
4. SUPV. Provider: Select the supervising provider from the drop-down.
5. Select Date: Select the start and end date of the authorization using the calendar.
6. Authorization Number: Mention the authorization number. 
7. UCI/Insurance ID: Mention the insurance ID here. 
8. COB: Select whether the authorization is primary
9. Diagnosis 1/2/3/4: Mention the diagnoses covered by the authorization. 
10. Coins %: Mention the percentage of coins. 
11. Deductible: Mention deductibles for this authorization. 
12. CoPay Per: Select the copay using the drop-down. 
13. CoPay: Mention the CoPay for this authorization.
14. CoPay Notes: Mention any notes regarding the CoPay here. 
15. Auth Notes: Mention the notes for the authorization here. 
16. CMS 4 (Insured Name): Mention the insured name here. 
17. CMS 11 (Group Number): Mention the group number here. 
18. Upload Authorization: Upload the file from your computer. 
19. Active Toggle: Turn this on to mark the authorization as active.
20. Placeholder Toggle: Turn this on to mark the authorization as a placeholder. This allows scheduling using this authorization, but billing will be disabled. Turn it off to start billing.

Adding Secondary Authorization (Optional)

The above steps enable you to create a primary authorization. For adding secondary insurance details, please follow the steps below:

 

1. Click on “+ Secondary Insurance” to maximize the section.

2. Add the following information:

1. Secondary Insurance: Select the secondary insurance type from the drop-down. 
2. Secondary UCI/Insurance ID: Mention the secondary insurance ID here. 
3. Secondary Authorization Number: Mention the secondary authorization number here. 
4. Relation to Insured: Select the type of relation with the insured person from the drop-down. 
5. Upload Secondary Authorization: Upload the file from your computer. 

4. Save changes.

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