How do I create a temporary authorization?

The system requires an authorization before you can release a visit for billing.

If a payer doesn’t send an on-time authorization for a patient, you can create a TEMP authorization. This allows you to schedule visits and pay caregivers until the payer sends the authorization.

Create a temporary authorization

  1. Go to Patient > Authorizations/Orders.

  2. Click Add to open the Patient Authorization page.

  3. Select the UPR Linked Contract from the Contract list. The system puts TEMP into the Authorization Number field and it is not editable.

    Patient Authorization Created by Provider

  4. Complete the required fields (marked with a red asterisk).

  5. Click Save.

  6. When the payer sends the official authorization, update applicable visits and bill for them. Delete the TEMP Authorization.

  7. When the payer sends the placement, accept the placement (UPR linked contract).

  8. Merge the placement with the temporary patient record and manually change the contract on the Schedule tab to the UPR linked contract.