Authorizations
Where to enter an authorization in QuickEMR?
1. Authorization is entered under the auth/script tab in a patient's case
2. Click Add a new modal will appear
2. Click Add a new modal will appear
Entering information for the Authorization
Input the required fields highlighted in green and specify the max visits or units
How is an Authorization tracked in Quickemr?
1. The authorization gathers the necessary data from the appointment book.
Once a visit status is given for the appointment, the authorization will auto calculate the number of remaining visits
Appointment Status Setting
How is an Authorization tracked in Quickemr?
1. The authorization gathers the necessary data from the appointment book.
Once a visit status is given for the appointment, the authorization will auto calculate the number of remaining visits
Appointment Status Setting
If the authorization does not auto calculate in the system, ensure that the appropriate settings are checked for the appointment status.
The "Patient Visit" box must be checked for the status to count towards an authorization.
The "Patient Visit" box must be checked for the status to count towards an authorization.
Authorization: Additional settings
A. The system will always prioritize the first auth on file if the start and end date intersect with any other auth.
If a new auth is received and the old auth is no longer in use, we recommend that old auth is made inactive
B. If a user finds that the visit counts are not correct, click the "Recalculate Stats" button to refresh the numbers.
B. If a user finds that the visit counts are not correct, click the "Recalculate Stats" button to refresh the numbers.