How do I see the amount of Service Authorizations units my client has left?

You may view your Authorization Units in 4 places.  

  • Under [Managers] > [Service Authorizations] you may view current Auths, even if you do not have access to add them.
  • You may also go to a Client’s Profile. [Managers] > [Client Manager] > [Current Authorizations].
  • You may also use the Note Center. [Note Center] > Set your search parameters > [Show Notes] > Select [Authorizations] tab. (You may need to refresh your browser.)
  • Lastly, when you write a note you will see a drop down for current authorizations that will show you each valid Auth and how many units are remaining.

Also, if you have set up Alerts in the Authorization they will appear in the Alert Center alerting you when they reach the desired amount of Days or Units remaining.

Leave a comment

Your email address will not be published. Required fields are marked *

Bitnami