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How to create an “authorization” for a patient?

How to create an “authorization” for a patient?


The Authorizations tab on a patient case is used to add one or more authorization numbers that document the approval by an insurance company for medical services rendered to the patient.


>> To enter authorization information


  1. Open a Patient’s Record and get to the Cases Tab.
  2. Either open an existing case or create a new one.
  3. In the case, click on the Authorizations Tab.
  4. Click Add locate at the far right.
  5. Enter information in The New Authorization window.
  6. If applicable, enter payer contact for Authorization Contact
Review and save all the way out of the patient record. See screenshot in link below.

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