Updating Client Authorization Restrictions
Jessica Lopez
7 steps
50 seconds
Notenetic
1
Click the "Find Client..." field in the top menu bar
2
Type your client's name in the search bar and click their name
3
Click "Authorizations" on the left side menu bar
4
Scroll to the right to edit the authorizations
5
Click the Green "Edit" icon for each service that you would like to add restrictions for
6
Set the restrictions to "Weekly" by clicking this dropdown and enter the amount of units that are authorized for that service per week. This will prevent QMHPs from creating notes/billing that exceed the authorized limit.
7
Click "Submit" and repeat for each service that the client is authorized
Updating Client Authorization Restrictions
Jessica Lopez
7 steps
50 seconds
Notenetic
1
Click the "Find Client..." field in the top menu bar
2
Type your client's name in the search bar and click their name
3
Click "Authorizations" on the left side menu bar
4
Scroll to the right to edit the authorizations
5
Click the Green "Edit" icon for each service that you would like to add restrictions for
6
Set the restrictions to "Weekly" by clicking this dropdown and enter the amount of units that are authorized for that service per week. This will prevent QMHPs from creating notes/billing that exceed the authorized limit.
7
Click "Submit" and repeat for each service that the client is authorized
