For the purpose of this article, we refer to a Referral or Authorization collectively as an 'Authorization'.
*When adding a CLIA, this will instead be added within Practice Settings, under the Practice Info tab.
Step 1 - Navigate
Click the 'Auth' button in the insurance box. Click 'Insurance' again to toggle back.
Step 2 - Add Authorization
Click the + New button in the Authorizations Box. Select a payer and enter all the Authorization or Referral information and SAVE.
Step 3 - Edit or Inactivate an Authorization
To edit an authorization, just click the yellow pencil next to the authorization. To deactivate an authorization, click on the red X button.
Step 4 - Attach an Authorization to a Claim
Just click the Add Authorization button on the Superbill and then select the authorization to attach.
