This article applies to Motivity Practice Management. It explains how to add an authorization to a patient's profile.
Note: To access this feature, "edit" must be toggled on for funding source under the "patients" domain within a designated access level must be turned on. Additionally before adding the patient authorization, patient details, caregiver, and the funding source are required to be added to the patients profile.
Steps to Adding a Patient Authorization
1. After a funding source has been added, authorizations can be added.
2. Click "+ Authorization"
The + Authorization button on a patient's profile in Motivity Practice Management.
3. Click "+ Authorization," a new screen will appear to enter patient authorization information.
The new authorization screen in Motivity Practice Management.
3a. Identify if pre-authorization is required and status (i.e., closed/active)
The pre-authorization and status fields in Motivity Practice Management.
3b. Add authorization ID and the start/end date (required)
The authorization ID and start and end date fields in Motivity Practice Management.
3b. Optional: Select "more" to add original start and end date
The More option for original start and end dates in Motivity Practice Management.
3c. Identify the service type and billing unit (both required). It is optional to add the authorization name
The service type and billing unit fields in Motivity Practice Management.
3d. Identify if the service type is billable or non-billable by toggling from Yes to No
The billable toggle for a service type in Motivity Practice Management.
3e. Identify all place of services related to the service type
The place of service selection in Motivity Practice Management.
3f. Add max/min units, max/min units monthly/weekly/daily, max hours, max hours monthly/weekly/daily
The maximum and minimum units and hours fields in Motivity Practice Management.
3g. Click "Add Service" to continue adding service codes
3h. Once complete with adding codes/types, click "Save"
The Save button on the authorization screen in Motivity Practice Management.