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

All patients are required to have payor plans (i.e., authorization) in place for scheduling, receiving, and billing services. Insurance companies often provide authorization for specified date spans, as well as approved services and unit limits. 

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 or secondary from the drop-down. 
9. Diagnosis 1/2/3/4: Mention the diagnoses covered by the authorization (optional for 2,3, and 4). 
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. 

6. Save changes finally!

Creating a 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. 

3. To minimize the secondary insurance section, click on “- Secondary Insurance”.

4. Save changes finally!

Additional Buttons

Additionally, there are two toggle buttons on the top: Active and Placeholder. Select the appropriate toggle to display the authorization status in the patient’s authorization list.

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