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An Authorization is the permission, or contract, to provide care for a client. You must have an active Authorization in order to create schedules for a client. Authorizations specify the type of care provided, how long the care is to last, who should be billed for the care and the rate package to use.

It is important to understand that making a change to an Authorization will affect scheduling, payroll and billing.

 

Authorizations are in the Client Module under the Scheduling Setup tool.

Start Date/End Date
Choose the date you want the authorization to begin. Unless you specify otherwise, an end date 10 years in the future is applied by default.
Primary Payer
Select the payer who will be responsible for paying for the care received under this authorization.
Max Hours
(optional) Enter how many hours of care per specific time period will be allowed on this authorization. Populating this field will allow you to track which clients are over- or under-scheduled.
Rate Package
Select the/wiki/spaces/HCV5/pages/10780696 to tell the system how to bill and pay for care provided under this Authorization.
Call Type

The Call Types available in this drop down list will change in relation to the billing rates set up for the selected primary payer. Sometimes a primary payer has no billing rates on their record. If this is the case, then the Call Type dropdown list will show only call types which have billing rates set up in the Agency Office Module.

If you do not see a Call Type in the list that you are expecting, close the authorization and check the Payer's Billing Rates.

Optional Information
  • Hour Code: Specify how you will pay and bill schedules created from this Authorization.
  • Minimal Minutes: The minimal number of minutes you will pay and bill for these schedules, regardless of the actual hours.
  • Preferred Gender: This preference comes into play when you use the Caregiver Suggestion feature to find a caregiver(s) to fill schedules created from this authorization.  
  • Claim Info: Accounts numbers, insurance policy number, etc. You can choose to have this information print on the client's invoice, if desired.
Billing Rates (on the Authorization's ribbon)
 View the Billing Rates for the Primary Payer of this Authorization. You can also Add, Edit or Delete Billing Rates for the Primary Payer here.


Notes, Duties to Perform and Skills can be added to an authorization. Duties to Perform and Skills need to be added only if a Client has more than one authorization AND requires different duties or skills for each. Otherwise, Duties to Perform and Skills should be added directly to the client's record. When determining Duties to Perform or Skills required for a specific schedule, it will be the combination of items attached to the Authorization and directly to the Client's record.

 

 

 

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