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How to create an "Authorization" for a patient case.

1. Log in to Kareo.
2. Click Patients > Find Patients in the top menu.
   
3. Search for the patient by entering all or part of a patient's name in the "Look For" search bar.
4. Once you find the patient record, double-click on it to open. The Edit Patient window opens.
   
5. Click on the "Cases" tab.
6. Double-click on the patient's case name. The Edit Case window opens.
   
7. Click the "Authorizations" tab.
8. Click "Add " located at the right of the page. The New Authorization window opens.
   
9. From the "Policy drop down menu" select the policy you want to apply this authorization to.
10. Enter the "Auth # " provided by the insurance company.
11. Select the "Effective Start" and "Effective End" dates.
12. Enter the "# of Visits" that this patient is limited to.
13. If applicable, you can enter your insurance contact in the "Authorization Contact" field.
14. Enter "Notes" if applicable.
15. Click Save.
16. Click Save on each window until you are back at the Find Patients window.