Authorizations

The Authorization screen allows the documentation and tracking of authorizations within the system. The Authorization screen can be accessed from:

  • The Patient Setup Screen
  • iScheduler
  • The Claim Screen


How to create an Authorization

  1. Once in the Authorization screen you will be able to document a new authorization by clicking the New button (sheet of paper with a green plus sign) in the left lower corner.
  2. This will open the Authorization - New screen. Enter the necessary information as described below.
  • Reason: The reason for the authorization.
  • Status: The system status of the authorization.
  • Tracking: This flags under what tab the authorization applies to.
  • Type: This allows the identification of what you are documenting Referral/Authorization
  • Auth Date: Date authorization was acquired.
  • Ref # / Auth #: Number provided for either.
  • Auth by: If a documentation of the rep the authorization was provided by is needed.
  • Insurance: Allows you to select the insurance the authorization applies too.
  • Rendering: If the authorization was only approved for a specific rendering provider. 
  • Referring: Allows to document the referring provider.
  • Indicators (check boxes): Allows further documentation on the authorization, however this is only for
  • documentation purposes.
  • Effective: Utilized when the authorization is provided for a date range.
  • Visits: Utilized when the authorization is provided for a number of visits.
  • Amount: Utilized when the authorization is provided for a dollar amount.
  • Units: Utilized when the authorization is provided for a specific number of units.
  • Comment: Blank text field for internal documentation on the authorization.
  • Procedure: If the authorization was only approved for a specific procedure. 
  • Diagnosis: If the authorization was only approved for a specific diagnosis. 


Assigning an authorization to a claim

  1. To assign an authorization to a claim you will want to click the Authorization button in the claim screen.
  2. You would then click the Prior Auth. # drop down and select the authorization. You can also click the word
    Authorization to look at more details and assign it from the authorization screen.