Please review the steps below to update an authorization that will decrease in hours.
Step 1: Navigate to the client's recurring schedule page. **Please ensure you are viewing the recurring schedule.
Step 2: End each recurrence listed. It is recommended to use the date prior to the start date of the updated authorization hours.
- Click the blue Edit action button
- Select the appropriate end date
- Click Save
- Repeat for each recurrence
Step 3: Navigate to the client's authorization page. Select the blue edit button of the authorization you wish to update. This will open the Edit Authorization window.
Step 4: Click Update in the Edit Authorization window. This will unlock the Start Date and Hours field so you can make the appropriate edits.
Step 5: Once Update is selected, the Date fields will be white. Select the new start date of the updated authorization and enter the new, decreased, hours. Once complete, click Save.
*End Dates are optional.
The Edit Authorization window will automatically close.
Your updated authorization will display under Active if the change is current. If the change is in the future you can view the updated Authorization under All.
