Steps to Add Client Authorization
Step 1: Open the Client Profile
From your main dashboard, go to Clients.
Select the client whose authorization you need to add.
Open the Client Profile.
Step 2: Go to Billing Info & Settings
Inside the client profile, navigate to the Billing Info & Settings tab.
Locate the assigned Medicaid Payer for this client.
Step 3: Edit the Medicaid Payer
Click Edit next to the Medicaid payer.
Scroll down to the Authorization section.
Step 4: Add Authorization
Click the green ➕ (plus sign) to create a new authorization.
Complete the required details:
Authorization Number
Service Type
Units or Hours Approved
Start and End Dates
Review the information to ensure accuracy.
Step 5: Save & Sync
Click Update & Sync to save changes.
This will sync the authorization with the client’s schedules for proper tracking.
Adding a Payer (If Not Already in CareSmartz360)
If the payer is not yet added to the system, you’ll need to set it up before linking it to a client.
Step 1: Go to Payers
From the main menu, go to Clients > Payers.
Click the green ➕ (plus sign) to add a new payer.
Step 2: Enter Payer Information
Choose whether the payer is an Individual or a Company.
Fill in all mandatory fields marked with a red asterisk.
Save the payer profile.
Linking a Payer to a Client
From the main menu, go to Clients > Clients.
Open the client profile and go to Billing Info & Settings.
Click the green ➕ to associate the payer with the client.
Search by payer name and click Link Payer next to the correct profile.
Set Rank as Primary and fill in all required fields.
Adding an Authorization After Linking
Once the payer is linked to the client profile, click the green ➕ (plus) in the Authorization section.
Enter the authorization details provided by the payer.
Click Save & Sync.
Click Save & Sync once done