How do I see how many service authorizations units my client has left?

You may view your Authorization Units in 4 places.

  • Under Managers > Service Authorizations in the main menu, you may view current auths, even if you do not have access to add them.
  • You may also go to a Client’s Profile by accessing Managers > Client Manager > Current Authorizations in the main menu.
  • You may also use the Note Center (found under Note Center in the main menu).
    • Set your search parameters.
    • Click the Show Notes button.
    • Select Authorizations tab. (You may need to refresh.)
  • Lastly, when you write a note, you will see a drop down for current authorizations that will show you each valid auth, as well as, how many units are remaining.

Also, if you have set up alerts in the authorization they will appear in the Alert Center. These will notify you when the authorizations reach the desired amount of days or units remaining.

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