The Authorizations Job Details tool is found under the "Scheduling Setup" drop down menu on the ribbon in the Relationship Management Module for ClientsEmployers.
Select the Authorization Job Detail you wish to close. Click the Edit tool in the Main Display Area to open the Setup an Authorization a Job Detail screen.
Edit the AuthorizationJob Detail'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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An Authorization A Job Detail is valid until 11:59pm of the day chosen as the End Date. |
Click Save. A prompt screen will pop up to ask if you are sure, and to advise that all schedules outside of the AuthorizationJob Detail's updated date range that do not have actual hours will be removed.
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- adjust the end date of the AuthorizationJob Detail, and
- remove schedules created from this Authorization Job Detail if they are to occur after the revised End Date AND they do not have actual hours.
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