How Do I add Service Authorizations?

(You May also refer to the Video for Adding Authorizations) If you have Access, you may add Prior Authorizations via the [Service Authorizations Manager]. Navigate to the [Managers > Service Authorizations] Tab Step 1: Select the [Create New] Tab Step 2: Follow Step by step for Date, Client, and the services to be included.-Setting up […]

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 […]