Articles
Set Up Authorization Tracker Status Colors
Learn how to designate specific Authorization Tracker statuses with a color.
Set Up Authorization Groups
Learn how to create an Authorization Group.
Add a New Authorization
Learn how to mark a client's insurance as requiring Prior Authorization, add a new Authorization for a client, and send Authorization information to the Billing Engine.
Use Authorizations
Learn how to use Authorizations.
Discontinue an Authorization
Learn how to discontinue an Authorization for a client.
View a Client's Authorization History
Learn how to view a client's Authorization history.
Manage Client Authorizations Using Reports
Learn how to manage client Authorizations by using the Client Authorizations and Unconfirmed Auths reports.
Copy Authorizations
Learn how to use the Copy Auths feature to copy a client's Authorizations to all clients, active clients, or specific clients.