Create an Authorization

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

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

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

    Edit Client

  3. Enter the authorization information for the Client, making sure to complete the required fields.

    The fields with an asterisk (*) are required, including the Authorization Number field.

    Authorization Details

  4. To complete the change, select the SAVE button.

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