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1. Click the Patients tab. 
2. Click  Patient Search/Add in the left hand navigation bar, and then search for the patient. 
3. Select the patient from the search results.
   The Patient Summary Chart page opens.
4. Click the Prior Authorization link below the Billing header. 
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5. Click the Add button to open the Add Prior Authorization popup window.
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6. Enter the prior authorization number (PAN) provided by the insurance company in the Authorization # field. The application alerts you if the number already exists in the system.
7. Enter the "From" and "To" dates the authorization is valid for.
8. Select the facility authorized to provide services.
9. Select the Insurance company providing the authorization.
10. Enter the number of approved sessions.
    Each session is equal to one day. Multiple encounters that occur in a single day are considered to be one session.
11. Enter the total billable amount the insurance company is willing to pay for the services provided.
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12. Click in the Service Codes field. The Add Service dialog opens.
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13. Search for and add the service code and modifier for each authorized services to be provided. 
14. Add the number of units approved for each service code.
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15. Specify when to alert the provider to ensure the services provided align with what the insurance company is willing to cover. Notifications can be sent based on the following thresholds:
    • The number of remaining authorized sessions
    • The authorized billable amount balance
    • The number of remaining authorized billable service units
    • The number of days before the prior authorization number (PAN) expires
16. Check Inbox, Email or both to indicate how notifications are sent to the provider delivering services.
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17. Click Save.

Block Billing or Encounters for Facilities if Patients Do Not Have Prior Authorization

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1. Click the Practice tab.
2. Expand Feature Settings in the left menu bar, and then expand Billing.
3. Click Prior Authorization.
4. Select the facilities to apply the billing or encounter creation rules to.
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5. Optionally select the categories or payers to exclude from the selected rules.
6. Click Save. 

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