Creating a service authorization allows your clinic to track approved services, units, and date ranges for each client. The ability to create an authorization is role- and access-based.
If you do not see the option to add an authorization, please contact your Super Admin.
Where to Go
Navigate to:
More > Authorization
How to Create a New Authorization
1. Select “Add New Auth”
Click the Add New Auth button in the upper-right corner.
2. Enter Authorization Details
Complete the required fields:
Date Authorization Was Requested
Authorization Status
Staff Submitting the Authorization
Client(s) — Select one or multiple clients
Effective & End Date
Authorization ID (Auth ID)
3. Add Services to the Authorization
Under Add Services, you will see options to define the services included in this authorization.
You can select:
Authorization Template (Optional)
If your clinic uses predefined authorization templates, choose one to autofill your service list.
Service(s)
Select one or more services included in this authorization.
Total Units
Enter the number of units approved for each service.
Restrictive (Toggle)
When enabled, staff cannot submit documents using the service once its authorized units are exhausted.
Add Selected Services to Client’s Assigned Services (Recommended)
Enabling this will automatically add the selected service + modifier combination(s) to the client’s profile so staff can begin documenting without errors.
4. Submit the Authorization
Once all details are complete, click Submit to finalize the authorization.
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