If you have been issued an authorization number from a payer for your services, you can enter the information into the patient's chart so it will automatically populate on the patient's claim form (either the HCFA-1500 or UB04).
- While in the patient's chart, click on the Authorizations tab.
- Click on + Add New Authorization
- Fill in all of the information you have available, including the authorization number, effective dates, as well as any notes that you may want to include.
You can add additional information by returning to the Authorizations section of the patient's chart and clicking on the Edit icon (blue pencil).
Any authorizations entered and listed as active (and not checked as "pending") will automatically print on either the HCFA-1500 form or UB04 when the date of service on the claim matches the start/end date or procedure code listed.
If you are billing on a UB04, the authorization number can also be entered on the patient's claim by navigating to Billing > Live Claims Feed > Inside the patient's claim > right side of the screen > Insurance tab. Authorizations for the patient's primary payer (red box) and secondary payer (blue box) can be entered.
