Adding Authorized Service Separately

Overview

This guide explains how to add an authorization and its associated authorized services. You can add authorized services directly within the authorization modal or separately.

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client for whom you want to add an authorized service.

3. Navigate to the Authorization Tab

• Click on the Authorization tab at the top of the client's page.

4. Select the Authorization

• Find the specific authorization to which you want to add an authorized service.

5. Add a New Authorized Service

• Click the Add Auth Service button within the authorization details.

6. Fill in the Authorized Service Details

• In the Add Auth Service modal, fill in the required fields:

  • Service Code: Enter the service code.

  • Charge Rates: Select or enter the charge rates.

  • Total Units: Enter the total units authorized.

  • Start Date and End Date: Enter the service start and end dates.

  • Set Frequency Limits: Choose frequency limits (e.g., Weekly, Monthly, Entire Term).

  • Appointment Visibility Toggle:

    • On: Appointments will be visible.

    • Off: Appointments will be hidden.

7. Save the Authorized Service

• Click the Add button at the bottom right of the modal to save the authorized service.

8. Review the New Authorized Service

• The newly added authorized service will appear under the Authorized Services section of the selected authorization.