Overview
When a patient switches insurance companies, you may need to move some of their scheduled appointments from the old authorization to a new one. This feature helps you avoid manual rescheduling and keeps billing clean and compliant. Properly transferring these appointments ensures the patient’s services continue smoothly and prevents denied claims.
Prerequisites
You must have an active new authorization already added to the patient’s profile before you begin the transfer. Without it, the system won’t allow you to move the schedule over.
Transfer Appointments to a New Authorization
-
Confirm the new authorization is active on the patient’s profile.
-
Select the Admin module
- Select "Appointments Transfer"
-
Select the Office Location where the patient receives services from the Office Location dropdown.
-
Choose the Patient from the dropdown.
-
Select the Authorization you want to transfer from.
-
Enter the Start Date for the transfer period.
-
Enter the End Date for the transfer period.
-
Choose the appointment(s) you would like to transfer.
-
Click Transfer.
- A pop up will appear with all available authorizations.
- Upon selecting the new auth, Motivity will ask if you are sure you would like to transfer the appointments.
- Select "Proceed".
- Motivity will then presenta pop-up with a list of successfully transfered appointments.
Related Resources
How to Add or Edit an Authorization
Last Updated: 11/24/2025 by Amanda Kelly