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  • User Account
    • Changing Profile Picture
    • Changing Password
    • Changing Notification Settings
  • Payer
    • Creating a Payer
    • Activating or Inactivating a Funding Source
    • Downloading a CSV of the Payers
    • Editing Payer
    • Adding Services to a Payer
    • Adding Charge Rates to a Payer
    • Activating or Inactivating Payer Service
    • Editing a Payer Service
    • Billing Setup and Claim Grouping
    • Adding Notes to a Payer
    • Editing Payer Notes
    • Deleting Payer Notes
    • Viewing Payer Changes History
    • Uploading Payer Files
    • Editing Payer Files
    • Deleting Payer Files
    • Downloading Payer Files
    • Viewing the Payer Files
  • Staff
    • Downloading a CSV of the Staff
    • Adding Staff Members
    • Adding/Editing Staff General Information
    • Adding Staff Other Details
    • Adding Staff Member’s Current and Past Employment
    • Viewing Staff Member’s Current Employment
    • Viewing Staff Member’s Past Employment
    • Editing Staff Member’s Past Employment
    • Deleting Staff Member’s Past Employment
    • Activating/Inactivating a Staff Member
    • Adding Staff Paycodes
    • Adding Staff Timesheets (from Paycode)
    • Adding Staff Timesheets (Fixed Pay)
    • Editing Staff Timesheets (for Fixed and Paycode-Based Timesheets)
    • Adding Staff Credentials
    • Editing Staff Credentials
    • Viewing Staff Credentials
    • Deleting Staff Credentials
    • Setting Staff Availability
    • Adding Staff Access
    • Deleting Staff Access
    • Adding Staff Services
    • Deleting Staff Services
    • Adding Staff Notes
    • Editing Staff Notes
    • Deleting Staff Notes
    • Viewing Staff Profile Change History
    • Adding Staff Files
    • Deleting Staff Files
    • Adding Staff Signature
  • Client
    • Adding Authorization and Authorized Service to a Client
    • Editing Authorization and Authorized Service to a Client
    • Managing Session Notes
    • Managing Client Notes
    • Adding Clients
    • Changing Client Status
    • Editing General Info for a Client
    • Editing Other Details for a Client
    • Adding an Address for a Client
    • Editing an Address for a Client
    • Setting an Address as the Default Address
    • Deleting an Address for a Client
    • Adding a Contact to a Client
    • Editing Client Contacts
    • Deleting Client Contacts
    • Adding Payers to Clients
    • Editing Payer
    • Inactivating a Payer
    • Adding a File to Client's Authorization
    • Clone Authorization
    • Inactivating an Authorized Service
    • Setting Client Availability
    • Assigning Staff to a Client
    • Deleting Assigned Staff from a Client
    • Viewing Assigned Staff for a Client
    • Downloading Notes as CSV
    • Viewing Client Profile's Change History
    • Adding Files to a Client
    • Viewing Client Files
    • Editing Client Files
    • Downloading Client Files
    • Deleting Client Files
    • Downloading Client List CSV
  • Schedule
    • Viewing the Schedule in List View or Calendar View
    • Viewing Appointment Details from the Schedule View
    • Steps to Add a Service Appointment
    • Adding Multiple Service Appointments (Series)
    • Adding a Staff Appointment (single)
    • Adding Multiple Staff Appointments
    • Adding a Drive Time Appointment (single)
    • Adding Multiple Drive Time Appointments
    • Downloading the Schedule as a CSV
    • Locking/Unlocking Single Appointments
    • Locking/Unlocking Multiple Appointments
    • Recurring an Appointment
    • Disconnect Appointment from Group
    • Canceling a Non-Service Appointment
    • Completing a Non-Service Appointment
    • Rendering a Service Appointment
    • Un-rendering a Service Appointment
    • Uploading a Signature on a Service Appointment
    • Adding a Note to a Service Appointment
    • Editing a Note in an Appointment
    • Viewing Notes on Appointments
    • Uploading Documents on Appointments
    • Editing Files in Appointments
    • Viewing Files in Appointments
    • Downloading Files in Appointments
    • Deleting Files in Appointments
    • Editing Appointments (Except Service Appointments)
    • Editing a Service Appointment
    • Editing a Template/Series of Appointments (Except Service Appointments)
    • Editing a Template/Series for Service Appointments
    • Viewing Change History in Appointments
  • Billing
    • Viewing Billing Overview
    • Viewing Billable Appointment Details
    • Un-rendering an Appointment
    • Generating Claims from the Billable Appointment List
    • Viewing Pending Claim List
    • Viewing Pending Claim Details
    • Downloading the 1500 Form for a Pending Claim
    • Viewing Bill Details in a Pending Claim (Claim Payment Transactions)
    • Viewing Appointments in a Pending Claim
    • Adding Notes to a Pending Claim
    • Editing Notes in a Pending Claim
    • Deleting Notes from a Pending Claim
    • Viewing History for a Pending Claim
    • Uploading Files to Pending Claims
    • Editing Pending Claim Files
    • Deleting Pending Claim Files
    • Viewing Files in a Pending Claim
    • Downloading Files from a Pending Claim
    • Adding Resubmission Details to a Pending Claim
    • Submitting Pending Claims
    • Viewing the Submitted Claims List
    • Viewing the Details of a Submitted Claim
    • Downloading a CSV of Submitted Claims
    • Closing a Submitted Claim (if Claim status is paid we cant close claim)
    • Voiding a Claim Payment
    • Viewing the Claim Payments List
    • Adding a New Claim Payment
    • Editing a Claim Payment
    • Verifying a Claim Payment
    • Viewing the Completed Claims List
    • Viewing Claim Details in Completed Claims
    • Editing a Claim in Completed Claims
    • Downloading the 1500 Form for a Completed Claim
    • Viewing Invoiceable Appointments
    • Generating Invoices
    • Viewing Open Invoices
    • Viewing Open Invoice Details
    • Paying Invoices in Full
    • Editing an Invoice
    • Downloading an Invoice PDF
    • Viewing Appointments Associated with an Invoice
    • Viewing Transactions Associated with an Invoice
    • Adding Notes to an Invoice
    • Viewing Notes on an Invoice
    • Editing Notes on an Invoice
    • Deleting Notes on an Invoice
    • Viewing Invoice Change History
    • Uploading Files in Invoices
    • Downloading Files in Invoices
    • Closing an Invoice
    • Viewing Completed Invoices
    • Viewing Files in Invoices
    • Deleting Files in Invoices
    • Editing Files in Invoices
  • Payroll
    • Active
    • Processed
  • Reporting
    • Analytics
    • Reports
  • Forms
    • Viewing the Forms List
    • Creating a New Form
    • Editing an Existing Form
    • Deleting a Form
    • Downloading a Form
  • System
    • Creating a Company Profile
    • Editing a Company Profile
    • Creating Roles and Permissions for Different Users
    • Adding/Deleting Permissions to a Role
    • Deleting a Role
    • Renaming Roles
    • Creating Service Types
    • Editing Service Types
    • Creating Credentials
    • Adding Covered Credentials
    • Editing Credentials
    • Deleting Covered Credentials
    • Adding Departments
    • Editing Departments
    • Adding Job Titles
    • Editing Job Titles
    • Adding Paycode Types
    • Adding Mileage Compensation
    • Editing Paycode Types
    • Editing Mileage Compensation
    • Inactivating Mileage Compensation
    • Adding a Place of Service
    • Editing a Place of Service
    • Managing Integrations
    • Managing Integrations - Stripe
    • Managing Integrations - Zoom
    • Managing Bank Accounts
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  1. Overview
  2. Client
  3. Editing Authorization and Authorized Service to a Client

Editing Authorization and Authorized Service to a Client

  • Editing Authorization

    Overview This guide explains how to edit an authorization and its associated authorized services.You can edit authorized services directly within the authorization modal or separately. 1. Access the Client Section Go to the > Client section in t ...

  • Editing Authorized Service Separately

    1. Access the Client Section • Go to the > Client section in the left panel. 2. Select the Client • Choose the client whose authorized service you want to edit. 3. Navigate to the Authorization Tab • Click on the Authorization tab a ...

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