How to Set Authorized Service for Clients

A client may be sent a plan of care with authorized units from Cyber Access or another agency or if  private pay your organization will have contracted hours with the  client.  After you have entered a client’s personal information, you  will enter the authorized units. 

1. In the Patient screen, select the Authorized Units tab. 

2. From the Cyber Access or other authorization source as your guide, enter the authorization information.  A Patient may have one or several active authorizations. 

1. Select “+ Add New”. 

2. Enter start Date and End Date. 

NOTE: For a historical record, when a patient receives a new authorization, enter an end date in the previous authorization and begin a new authorization for the updated contract. 

3. You can add any necessary instructions in the Instructions dialog box. 

4. Select Visit Type. 

1. The Visit Category will populate from the Visit Type. 

2. Enter the Type. Options include Units, Mileage, Hours. 

3. Enter appropriate time units. 

4. Assign number of days per week. 

3. After you have entered the basic authorization information, you can add additional rules. 

1. Select “+ Add Rule”.  

2. Enter the time period through the Drop down “Per Day Range”. 

3. Enter the authorized units. 

4. A summary of hours per day will be calculated based upon the data in the rules, the type and the time. 

4.  Save. 

To edit units on active clients:   

1. Click "Clients," select the client, click "Authorize Units," then click "Edit." 

2. Scroll to the bottom and edit the number of units, press "tab" to see units per visit, then click "Save."

For your next step you will want to set up a one time assessment visit. To do this go to "Assessment Visit"