Creating a Case, Adding a Policy and Authorization
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Adding a Authorization
Click " Patients" > Click the Edit Pencil of the patient you want to add a case to >
Click "Case" > Click "Create" >
Click "Case" > Click "Create" > 
Select Case Name > Payer Scenario > Referring Provider > Select Default Team > Mark case Active > Select if Auth is required or not > Select whether or not Balance will be assigned to patient > Add Case Description (optional) > Click "Create Case" 
Adding a Policy to a Case
The last tab here is called Policy. This is where you are going to add the insurance information for the patient.
You will click the "Create" button in the upper right hand corner
Select "Company" (Insurance) > Plan (Type) > Policy > Responsibility > Group Number > Enter in Co Pay, Co-Ins%, Deductible, Policy Max Visits, Max Offset (Optional if you have information on hand) 
Click "Create Policy" >
Select "Company" (Insurance) > Plan (Type) > Policy > Responsibility > Group Number > Enter in Co Pay, Co-Ins%, Deductible, Policy Max Visits, Max Offset (Optional if you have information on hand) 
Click "Create Policy" >
Relationship to Insured - "Relationship to Insured" can be changed after clicking "Create Policy".
If the patient is not the policy holder, Create and then edit this. When you select anyone other than self you will have another box show up that will ask for policy holder information:
The way that HENO applies authorizations is when the appointment is associated to the authorization, regardless of check in or check out status.
After the Policy has been created, you are then able to add an authorization to the policy.You will click on the pencil next to the policy to edit the information. A new box will appear that says "Authorizations." Click "Create Auth" to make a new one or click on the Auth Number to edit an existing authorization.
A new page will generate where you can enter information about the authorization.
A new page will generate where you can enter information about the authorization.Enter Auth Number > Auth Visits > Auth Start Date > End Date > Click "Create"
