Path: Main Menu > Admin Tools Menu > Copy Auths
About
There may be times when clients who have coverage under a certain insurance payer may need their Authorizations renewed on the same date. Adding the Authorizations to the Authorization Tracker for each client can be tedious. The Copy Auths tool allows a user to copy an Authorization to all clients, active clients, or to select clients.
User Permission: Users that have the Copy Auths permission checked in Maintain Users will be able to use this feature. If you do not see this as an option in Maintain Users, please contact Support. |
Copy Authorizations
- Add a new Authorization to the Authorization Tracker for a single client and in the Auth # field type 'Pending'. This Auth # will be copied to all clients you select below and will need to be updated after using the Copy Authorizations functionality.
- Navigate to Copy Auths by following the path above.
- Search for the client you added the Authorization to. The added Authorization is displayed.
- Select an insurance payer from the drop-down menu.
- Select the All Clients, Active Clients, or Select Clients radio button. If selecting the Select Clients radio button, start typing the client names into the yellow text box and select the name. The name will appear in a list below the text field.
Note: To clear the list, click the Clear Target Clients button. |
- Click the Copy Auths button. "Successfully copied auths" is displayed once the process is complete.
- Navigate to the Authorization Tracker for the client(s) you copied the Authorization information to and update the Auth # and save.