This is automatically populated when creating an authorization from a student or insurance coverage. Otherwise the student must be selected. Once a new authorization has been saved, the student cannot be changed.

This is a calculated value that will either be Active or Expired. The status will change from Active to Expired if one or more of the following conditions are met:

• The expiration date has passed

• The number of visits remaining has reached zero

• The number of minutes remaining has reached zero

Select the student’s contract/funding source that authorized the therapy.

This is the provider the funding source gave the authorization for (if applicable). This should be left blank if the authorization is not based on a specific billing provider. If a value is entered here, then it will be used on any corresponding new sessions.

This is the date the authorization period begins on.

This is the date the authorization period ends on. This will also enable you to run reports on which authorizations are expiring soon or have recently expired.

This is optional but can help ensure that the correct authorization is selected when scheduling appointments. For example, if a student has separate authorizations for ABA therapy and speech therapy you will be able to see which one is appropriate for the appointment being scheduled. Furthermore, when an appointment is created from the authorization, the appointment type will be automatically selected.

If the insurance company provided an authorization number, it should be entered here. This will automatically be sent across to LeonardoMD Renaissance when a session has been signed-off for billing and will be part of the resulting claim.

If checked, the authorization may be selected on an appointment even after it has expired. The default for new authorizations is unchecked.

If the authorization is based on a procedure code, enter that code here. If multiple procedure codes were authorized, create a separate authorization for each one. This should be left blank if the authorization is not based on a procedure code. If a value is entered here, then it will be used on any corresponding new sessions.

If the authorization is based on visits, the number should be entered here. A visit is an individual session, regardless of the amount of time spent. If the authorization is based on minutes, leave this value at 0 and use the Authorized Minutes field instead.

If the authorization is based on minutes, the number should be entered here. Note: you may need to convert hours to minutes if the authorization was given in hours. If the authorization is based on visits, leave this value at 0 and use the Authorized Visits field instead.