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How To Add Authorizations to a Client Profile

This article will assist you in creating new authorizations for clients

Why Add an Authorization to a Client Profile?
  • Adding an authorization to a client profile is necessary to:
  • Schedule staff
  • Pay staff
  • Process billing for insurance or private pay clients

Without an authorization in the system, you will not be able to schedule shifts.

How to Add an Authorization
Step 1: Login to eCaring Dashboard
  • Login to your eCaring Dashboard.
Step 2: Navigate to the Desired Client
  • Navigate to Clients by clicking "Clients" from your menu bar.
  • This brings you to your list of clients.
  • Select the desired client for whom you'd like to add the new authorization.

Step 3: Access Authorizations
  • Select Authorizations from the client menu bar. This will bring you to the Authorizations page.

Step 4: Add New Authorization
  • On the right-hand side, click Add New. This will open the "New Authorization" pop-up window.

Step 5: Fill in Authorization Information
  • Fill in the information related to the new authorization. Enter as much information as possible; more information may be required if submitting to EVV. However, the recommended minimum information to be added includes:
  • Payor Information
  • Start Date of the authorization
  • Amount of Hours and Frequency the service will be provided
  • Select Services- Note: Select Apply EVV if needed; additional required fields will populate
  • Under General- Select Office and additional information as needed

Step 6: Save and Continue Authorization

Step 7: Select Cancel to enter Authorization without adding a schedule

Step 8: Repeat steps for adding other service type authorizations