Content Comparison

Authorizations are in the Client Module The Authorizations tool is found under the "Scheduling Setup tool" drop down menu on the ribbon in the Relationship Management Module for Clients.

Select the Authorization you wish to close. Click the Edit tool in the Main Display Area to open the Setup an Authorization screen.

Edit the Authorization's End Date to the last date of service/the date you want to use as the close date. NOTE: Make sure you have the date and year correct. 

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