Overview

This article will walk you through how to add Authorization Types and Statues to the Clients Module > Payers tab > Authorizations subtab.

Permission to add types and statuses

A Champion will need to give these permissions to the role that will be creating & editing authorizations types & statuses by following these steps.

Go to the Staff Module.
Double click on any staff profile to open.
Click on the Role tab.
Click Edit Roles.
Highlight the role you want to add this permission to.
Enter authorization in the search for permissions field.
Check the box in front of Ability to edit authorizations statuses & Ability to edit authorization types.
Click Change Role.

Go to the Clients Module.
Double click on any client to open their profile.
Click the Payers tab > Authorizations subtab.
Click the change authorization types link.
Enter a name for the type > click Add.
Repeat step 5 for each type you want to add.
X out of the window when finished.
Click the change authorization statuses link.
Enter a name for the type > click Add.
Repeat step 9 for each status you want to add.
X out of the window when finished.
Click Cancel.
Double click on the client to open their profile > Payers tab > Authorizations subtab. You will now see columns for Types & Status.