Adding a Pre-Authorization for Patient's Insurance in Your Software
-HCFA Box 23-
When a patients insurance requires an authorization code provided before they will cover care, here are the steps to accomplish that
You will start by going to the Patients file>Insurance Tab, Primary tab, ADD
(If your authorization is for a Secondary or Tertiary policy, select that tab)
You will see BOX 23 displayed, indicating that is where the information will print on the HCFA form.
Once you have selected the ADD button, a window will pop up for you to add in the info for the authorization.
You will enter: The authorization number, Start and Stop date for when the authorization is active, number of visits allowed and the number of visits the patient has used to date.
Then Select Save
If you would like to receive a pop up when a new authorization is required, you can use the Visit Alert Tracker feature. To learn about how to use this feature, click HERE.
- Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.
***This has the fastest response time***
Business Hours: Monday-Friday 8am-6pm CST
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