Creating an Authorization

In some programs, authorizations are sent through a feed. In others, you may need to add an authorization for a client. 

1. 1. Open the client’s profile and go to the Program tab.  

2. 2. To add a new authorization, select ADD AUTHORIZATION.   

 

3. 3. Enter the authorization information for the client, making sure to complete the required fields. 
4.  
5. Note: The fields with an asterisk (*) are required, including the Authorization Number. 

 

4. To complete, Select SAVE.  

Note: Use the edit features in the Authorization Details window to edit an existing authorization.