Tips & Tricks
 

Authorization Attachments – Keeping a Paper Trail

Benefit:

When adding an authorization to a patient’s account, you can scan or import the paper authorization form to quickly and easily verify the details and keep a paper trail.

 

STEP 1
Access the authorization record and click Scan.
STEP 2
Scan or import the document, or select from the list of documents previously scanned, and then click Link to Authorization.  
STEP 3

Click Save  

The document may easily be viewed anywhere that the authorization is displayed by clicking View in the popup  

 

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