Managing Prior Authorizations in the Client Chart
Managing Prior Authorizations in the Client Chart
Overview
Prior authorizations help ensure that services are approved by a client’s insurance before they are provided. Your practice can now add, track, and manage prior authorizations directly within the client chart, making it easier to stay compliant and avoid denied claims.
Where Prior Authorizations Appear
Prior authorizations are located in the Claim Center section of the client chart. Each authorization is tied to a specific insurance plan and includes key details such as:
Authorization number
Start and end dates
Allowed units or visits
Service codes covered
Specific Provider(s)
Remaining units or visits
This gives your team a clear, centralized view of all active and expired authorizations.
How to Add a Prior Authorization
Open the Client Chart.
Navigate to the Claim Center tab.
Choose the tab called Prior Authorization.
Enter the authorization details, including dates, units, and applicable service codes.
Save your changes.
Tracking Authorization Usage
As sessions are billed, the system automatically deducts units or visits from the authorization (when applicable). Users can view:
Total authorized units/visits
Units/visits used
Remaining balance
Authorization expiration date
This helps prevent over‑utilization and reduces the risk of claim denials.
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