Clone Authorization

1. Access the Client Section

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

2. Select the Client

• Choose the client whose authorization you want to clone.

3. Navigate to the Authorization Tab

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

4. Select the Authorization to Clone

• Find the specific authorization you want to clone.

5. Clone the Authorization

• Click the Clone this Authorization button within the authorization details.

6. Review and Edit Cloned Authorization (Optional)

• In the Clone Authorization modal:

  • Review the cloned details

  • Make any necessary changes to fields such as:

    • Authorization #

    • Start Date

    • End Date

    • Payer

7. Save the Cloned Authorization

• Click the Save button to save the cloned authorization.

8. View the Cloned Authorization

• The newly cloned authorization will appear under the Authorization tab.