Copy episodes to avoid having to create multiple authorizations.
- Search the client from the Clients tab.
- Click on the client's name. The Client Module opens.
Click All Existing Auth. The All Episodes/Authorizations window opens.
- Click on the insurance. The Episode page opens.
Click Copy Episode.
- The old auth with dates displays.
- The new auth with dates displays.
- On Set Date same as the new Start date.
- Enter Auth Start / End Dates.
- Click Save.
- A message displays at the top of the page to confirm the authorization copied successfully.