This article explains how to clone an existing authorization and create a new one.


  1. Click the Patient(s) tab in the left navigation.
  2. In the Patients list, click the patient.
  3. In the patient info module, click the Ins/ Authorization option. Navigate to the preferred authorization under the list. 
  4. Click the (...) button on the preferred authorization. Select the Clone option.
  5. In the Clone Authorization screen, 
    1. Description - By default, the auth name will be the same as the original authorization. The description can be edited.
    2. Date Range - Select the authorization date range.
    3. New Auth # - Enter the authorization number.
    4. Authorization Service - The services from the original authorization can be cloned to the new authorization using the checkbox in the table.
    5. Click the Save button to create the new authorization.