Authorized Visits Library

Click the Tools menu and ‘Authorized Visits Library’ to open the window.

Enter:

    Patient Name

    Authorization number

    Date range

    Number of allowed visits 

 

The visits remaining will be calculated automatically.

    Click the + button to show the appointments the authorization is assigned to.

    Transfer to Claim – Uncheck this box if you do not want the authorization number to be transferred to EZClaim. 

    Assign to Appts – Click this button to assign the authorization to existing appointments that fit the authorization time frame.