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Agency teams

Authorizations

Record payer authorizations per client and catch over-used, expiring and expired authorizations before billing.

Updated October 14, 2026

Add an authorization

Authorizations are added on each client's record. Open the client, choose Authorizations, select Add authorization and enter the authorization number, payer, CPT code, units authorized and the start and end dates. Units used are counted from billed claim lines.

A client's authorizations with units used per CPT code.
A client's authorizations with units used per CPT code.

The agency roll-up

Authorizations in the Agency group lists every client's authorizations in one table, with tiles for authorizations expiring in 30 days, those with 70% or more of units used, and expired ones. Search by client, authorization number, payer or CPT, and filter by Current, High usage, Expiring, Expired or All. Select a client to edit their authorizations.

The agency Authorizations roll-up with usage meters.
The agency Authorizations roll-up with usage meters.
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