Creating an Auth Line from an Invoice
How can I Create a New Auth Line from an Invoice?
An Auth Line can now be added for a consumer when creating an Invoice on the Manage Invoices Page.
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
Configuration
The following privilege will need to be enabled for applicable roles to be able to create an Auth Line from an Invoice.
Settings > Provider Build > Maintain Privileges > Electronic Billing
Enables the ability to create auth lines from the invoice window.
Creating the Auth Line
Navigate the the Manage Invoices Page using the Global Action Menu and create a new invoice. Select the applicable date, consumer, and authorization.
Click on the '+' icon next to the Auth Line drop-down menu
Fill in the Auth Line details and click save.
You'll be redirected the the invoice details. Select the newly created Auth Line and save your invoice.
Related Articles
Creating a Question
Creating a Question in Form Builder There are many types of questions you can create (Headers, Lists with check boxes and drop down style lists just to name a few of many), but for this section of the Form Builder tutorial we are just going to go ...
DR 385A - Individual Invoice Summary
How do I generate the DR 385A - Individual Invoice Summary? Manager, Finance, Billing The DR 385A - Individual Invoice Summary can be generated via a report. Generating the DR 385A - Individual Invoice Summary Navigate to Reports. Search for ...
Creating a Placement Letter
Creating a Placement Letter If you do not have access to the Placement Letter form, please contact SETWorks to have it turned on. Overview There are 3 steps to creating a placement letter: Create a "Job Placement". Create the "Placement Letter Form". ...
Creating Your First Report
Creating Your First Report Watch the video: Creating your first report - Watch Video Step-by-step instructions: To open the Advanced Report Builder, click on Settings, then Provider Build, and then the "Advanced Report Builder" button. (If you do not ...
DR 385B - Supported Employment - Invoice Detail
How do I generate the DR 385B - Supported Employment - Invoice Detail? Manager, Finance, Billing The DR 385B - Supported Employment - Invoice Detail can be generated via a report. Generating the DR 385B - Supported Employment - Invoice Detail ...