Overview
The “Repeat” tab in the Authorization module is where the user has the ability to mass create new authorizations based on an older authorizations that have already been manually entered. This feature is typically used when the authorization has (1) a short start and end date (I.E. monthly) and (2) the authorization is identical (I.E. units, dollars, service code, limits) for each frequency.
Detail
To repeat Authorizations:
Navigate to the Repeat tab
Select the Program
You can choose between repeating for a specific program or repeating all authorizations in the database
Select the Type of Authorizations to repeat
Click Search
The Authorization must have the box Repeat checked on the details tab in order for it to show on the Repeat tab.
Select the Start Date for the new authorization
Select the End Date for the new authorization
Enter the Description for the new authorization
Select the Authorization(s) by clicking on the small square next to the authorization line to repeat. A line arrow will appear once the authorization has been selected.
If multiple authorizations need to be selected, hold down the Ctrl button down and click next to the small square next to the authorizations. A solid black dot and the authorization line will turn blue once selected.
Review the Start Date, End Date, Description, and selected Authorization(s) to ensure everything is correct. The Repeat process can not be reversed once completed.
Click the Repeat Auth button
Click OK on the Warning pop up box
Click OK on the Confirmation pop box
The selected Authorization(s) have now been repeated.
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