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Payor plans that are setup to generate visits from authorizations require a different process for scheduling visits. After an authorization has been established for a patient, follow the steps below to generate patient visits using the existing authorization:
1. If necessary, select the appropriate patient.
2. Using the Main Menu, navigate to Patients | Intake / Referral | Insurance.
3. Ensure the correct payor/plan is selected in the Patient Insurance grid and then click the Authorizations tab.
4. Ensure the existing authorization information is correct for the visits you want to schedule.
5. Click .
6. Click 
.
7. Click Save.
8. Select the correct service using the Service drop-down menu.
9. If preferred, enter the Scheduled Start Time and Scheduled End Time. This option can be left blank.
10. Select the employee using the Assign to drop-down menu.
11. Click Save. The visits will display on the calendar in blue shading, which indicates that they are assigned.
12. To return to the Authorizations screen, click the blue Return link.
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After visits are generated, they will appear in the corresponding Patient Schedule and in the Schedule drop-down menu on the P Page. Additionally, visits are moved to Schedule Review or Charge Verification (when the document is locked). |
To continue entering patient information, click the Patient Insurance tab and then click 
to proceed with Entering Patient Caregivers.
