Authorization Repeat

Overview

The “Repeat” tab is where you can mass create new authorizations based on an older authorization 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.

Open

Detail

To Repeat Authorizations:

1. Select the Program

   • You can choose between repeating for a specific program or repeating all authorizations in the database

2. Select the Type of Authorizations to repeat

3. Click Search

4. Select the Start Date, End Date, and Description

5. 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.

6. 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.

7. Click the Repeat Auth button

8. Click OK on the Warning pop up box

9. Click OK on the Confirmation pop box

The selected Authorization(s) have now been repeated.