Discontinue an Authorization

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Active Authorizations can be discontinued in the Authorization Tracker.

Discontinue an Authorization

  1. Navigate to a Note, Face Sheet, or ITP from the Main Menu.
  2. Search for the client if the client is not already displayed.
  3. Click the plus sign next to the Authorization you want to discontinue.

  1. Select the History checkbox.

  1. Click Save Only.
  2. Refresh the window. The Authorization is removed from view and can be viewed in the client's Authorization History.