Attach or Scan an Insurance Authorization

This is generally done when entering payer information for a case. See Enter Basic Insurance Information or Enter Basic Insurance Information - INSIGHT Plus and Total INSIGHT for more information.

  1. Open the Manage Attachments window.
    • Click Paperclip icon on the main toolbar.

    • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

    • On the Case Information tab in the Client Editor, click Add or Edit to edit payer information, and then click Add button.

      Add insurance authorization steps

  2. In the Document Type pane, select Authorization. If you opened the window from the Client Editor, then this step was done for you.
  3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
  4. In the Case list, click the case to which you want to add an attachment.
  5. In the Payer Mix Information section, click the payer that the authorization is for. If you opened the window from the Client Editor, then this step was done for you.
  6. In the Insurance Authorizations section, click Add button and then enter the number of visits, date range, description, authorized dollar amount, and authorization number.
  7. If you are working in the Client Editor, then click Paperclip icon.
  8. Click Attach, then browse to the file. You can attach an image file or a PDF smaller than 1MB.

    Attach an authorization

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