Record a service authorization

After the caseworker completes a request for placement, the caseworker completes the cost details for the applicable service and approves the service. The service authorization record remains in "Pending" status until the fiscal worker records the final authorization.

A contract can be linked to a service authorization, as appropriate.

Record a service authorization as follows:

  1. From the Home screen, click the Financial tab. The Service Search Criteria screen appears.

  2. Click Service Authorization in the link menu. The Service Authorizations screen appears.

  3. Click select for the service authorization you want to authorize. The Service Authorization Details screen appears.

    The system derives the details that appear on this screen from the placement record, the case services record, and the contracted services record of the resource linked to the service.

  4. Verify or change the entry in the Service Description field. The system defaults to the description on the placement setting or case service record.

  5. Verify or change the entry in the Cost Type field. You can select "User Defined" for the following service descriptions:

  6. If you selected "User Defined" in the previous step, the Basic Cost field is enabled. Enter the cost of the service in this field and click Calculate.

  7. In the Approved Units field, enter the number of units approved for the service.

  8. If this is a contracted service, enter the provider's vendor number in the Vendor Number field.

  9. Enter any additional information about this service authorization record in the Comments field.

  10. If standardized or contract cost information is not already in the system, add a per diem cost.  

  11. Click Save. You are returned to the Service Authorizations screen.

See also:

Record a service contract for a resource

Link a contract to a service authorization