How to Set Authorized Service for Clients
A client may be sent a plan of care with authorized units from Cyber Access or another agency or if private pay your organization will have contracted hours with the client. After you have entered a client’s personal information, you will enter the authorized units.
- In the Patient screen, select the Authorized Units tab.
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From the Cyber Access or other authorization source as your guide, enter the authorization information. A Patient may have one or several active authorizations.
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Select “+ Add New”.
- Enter start Date and End Date.
: For a historical record, when a patient receives a new authorization, enter an end date in the previous authorization and begin a new authorization for the updated contract.
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You can add any necessary instructions in the Instructions dialog box.
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Select Visit Type.
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The Visit Category will populate from the Visit Type.
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Enter the Type. Options include Units, Mileage, Hours.
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Enter appropriate time units.
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Assign number of days per week.
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After you have entered the basic authorization information, you can add additional rules.
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Select “+ Add Rule”.
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Enter the time period through the Drop down “Per Day Range”.
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Enter the authorized units.
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A summary of hours per day will be calculated based upon the data in the rules, the type and the time.
4. Save.
To edit units on active clients:
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Click "Clients," select the client, click "Authorize Units," then click "Edit."
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Scroll to the bottom and edit the number of units, press "tab" to see units per visit, then click "Save."
For your next step you will want to set up a one time assessment visit. To do this go to "Assessment Visit"