For the purpose of this article, we refer to a Referral or Authorization collectively as an 'Authorization'.

Step 1

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.

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