If you have been issued an authorization number from a payer for your services, you can enter the information into the patient's chart so it automatically populates on the patient's claim form (either the HCFA-1500 or UB04).
- In a patient's chart, select the Demographics tab and then Authorizations.
- Select Add New Authorization.
- Fill in all of the information you have available, including the authorization number, effective dates, and any notes that you may want to include.
- You can add additional information by returning to the Authorizations section of the patient's chart and selecting
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- Any authorizations entered and listed as active (and not checked as "pending") will automatically print on either the HCFA-1500 form or UB04 when the date of service on the claim matches the start/end date or procedure code listed.
- If you are billing on a UB04, the authorization number can also be entered on the patient's claim by going to Billing > Live Claims Feed > Inside the patient's claim > right side of the screen > Insurance tab.
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