Authorized Visits Library

Authorized Visits Library

Click the Tools menu and ‘Authorized Visits Library’ to open the window.

Enter:

• Patient Name
• Authorization number
• Date range
• Number of allowed visits 

The visits remaining will be calculated automatically.

• Click the + button to show the appointments the authorization is assigned to.

• Transfer to Claim – Uncheck this box if you do not want the authorization number to be transferred to EZClaim. 
• Assign to Appts – Click this button to assign the authorization to existing appointments that fit the authorization time frame.