Adding a Pre-Auth Number to a Completed Appointment

Double Click on the Appointment you need to edit

Click the 'X' to remove the procedure that needs to have a Pre-Auth Attached to

Click on 'Save' to update/save the appointment

Next, you will want to go back to the patient's chart

Double-click on the procedure that you need to add the pre-authorization to

Change the Pre-Auth Status to 'Approved' and enter the Pre-Auth Number

Click on Save

You will now see your Procedure with the Pre-Auth status as 'Approved'

Next, you will want to add the procedure back to your completed appointment, so you will want to first go to the schedule and double-click to edit the appointment

You will then click to add 'Addtl Procedures'

Select the procedure from the 'Master Treatment Plan' with the insurance status listed as 'Approved', and click 'Add'

You will then see your procedure added back to your 'completed' appointment. Make sure to click 'Save' before moving on.

To confirm the attachment of the Pre-Auth Number, you can now download a copy of your claim to view.

Open the Claims Center for the Patient

Click on 'View'

Click on the 'Download' Icon

View your completed claim with attached Pre-Auth Number.