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Temporary Service Authorizations

What to do when a Service Auth Expires, but the new one hasn't come in yet.

Manually create a non-billable, temporary SA that you can attach care plans to and make schedules for.

Once the real SA comes in, update your non-billable agreement to reflect the new Service Auth. You can then send claims for it. 

Navigation: CRM>Service Auths>Add/View SA

Here you will search for your client

Then click on .

Once in the page you will choose Non-Billable Visit for the payer. 

Also be sure to set the Not Billable Toggle to "Yes". 

For the Service Auth Number you can Type "Temp" or "Temporary" to later easily identify which SA needs to be updated. 

Continue filling out all fields and then click on ,

Once the SA is saved, move on the creating your care plan. 

Make sure to choose the Temporary Service Auth when creating the Care Plan. 

To learn more about care plans click here.

Once you have saved the care plan you will be able to schedule the visits. 

To learn more about creating a schedule click here.

Once you receive the service agreement, go back to the Service Auth and update it.

Click on the .

Then click . 

Once in the Service Auth, make sure to change the payer to the payer that the service agreement came from and also change the Not Billable Toggle to "No".

Make sure to update the Service Auth Number to reflect the one on the service agreement that you have received. 

Continue filling out the service auth making changes to the rate, date, etc. as needed. 

Click .