This article gives an overivew of the patient authorization view and option available in the module.


View and Manage Patient Authorization


  1. "+" Icon: Enables you to add a brand-new authorization or copy existing authorization to create a new one. Clicking this icon takes you to -
    •  Add Authorization screen. This will need to be done the very first time after initially creating the patient.
    • Copy Authorization screen. This will allow you to create a new authorization with existing authorization details.
  2. Expand Arrow: This will show all currently entered services in the authorization, if any.
  3. Group Authorization Toggle: Turn ON the toggle to make any created authorization a group authorization. This is used to schedule group appointments.
  4. Authorization Status: Displays the current status of authorization. See below for the three types of statuses.
    • Green indicator: Active authorization
    • Red indicator: Inactive authorization
    • Red indicator - P: Placeholder authorization
  5. Copy from Rate Table: The "Select Contract Rate" popup will appear, which allows you to select the preconfigured services/CPT codes that correspond to this authorization. Maximum Frequency and other details will still need to be manually entered using the edit button across from the corresponding service. *If an activity does not appear here, it will need to be added through the "Contract Rate" module in the Billing section.
  6. Add Activity: Opens an add/edit service popup. Here, you can manually add additional service details to the auth such as CPT codes, corresponding modifiers, and maximum frequency.
  7. Edit (Authorization Level): This sends you to an Edit Authorization screen, which has all the details from the add authorization screen as well as the table of services at the bottom.
  8. Delete (Authorization Level): Deletes authorization from the patient. Only possible if the patient does not have any active billing on the authorization. Only recommended if a user error on the auth exists before initial scheduling.
  9. Frequency Not Set (Service Level): Denotes that maximum frequency units for the service haven't been set.
  10. Edit (Service Level): Opens the add/edit service popup so you may manually edit details.
  11. Delete (Service Level): Deletes service from the authorization. Only possible if the patient does not have any active billing on the activity. Only recommended if user error on the activity exists before initial scheduling.