We understand the importance of keeping tracking of pre-authorized services. In this guide, we will share how to utilize the Pre-Authorizing tracking in your clients profile.

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From the Client Profile Form, under the Financial & Insurance Info tab, you can find the Pre-authorized Services section.

Select the Service Code from the drop-down.
Note: You will only see services that have been assigned to your client. If you do not see the service, return to the client's clinical tab inside their profile and select the appropriate codes.

Add the Authorization Number and Total Authorized.
This information is typically provided by the insurance payer.

Note: When you enter the total authorized number field for the first time, the remaining services will autofill with the same number.
You can always change the remaining services at a later time.

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Select the Start and Expiration date of your pre-authorization.

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Note: When the client is seen for said service and their event is marked attended, the remaining session number will be deducted from.

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From the Calendar, when single or recurring event attendance is marked “Attended” and there are only 2 remaining sessions left, a warning pops up.

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Note: For events with more than one client, when using the group attendance toggle - the pop-up for remaining sessions will appear for each client when you select attended. 

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‍Note: If a service assigned is de-selected from a client profile OR the practice settings, and then added back - the countdown of the pre-authorization service will continue. The authorization number entered in this section will autofill box 33 on the client's insurance claim when the client has attended an event with the particular service code.