Authorizations

Overview

This section reviews the business functions that can be performed for Authorizations.

Upon completion of this exercise, the user will have knowledge to:

View a list of Authorizations associated with the child.
View a specific Authorization record for the child.
Add an Evaluation / Assessment Authorization for the child.
Cancel / Discontinue an Evaluation / Assessment Authorization.
Add a Service Authorization for the child.
Cancel / Discontinue a Service Authorization.
Add an E.I. Teaming Authorization.

Exercise 1: View Authorization list

The user will test the ability to view the Authorization list.

Quick Steps	Result / Additional Information
1. From the Child Summary web page select the Authorizations left side menu tab.	System displays the Authorizations list for the child.

Exercise 2: View a specific Authorization

The user will test the ability to view an existing Authorization.

Quick Steps	Result / Additional Information
1. From the Child Summary web page select the Authorizations left side menu tab.	System displays the Authorizations list associated with the child.
2. Select the View hyperlink of the Authorization record to be viewed.	System displays the Authorization record in read only mode.

Exercise 3: Add an Evaluation/Assessment Authorization

The RAU user will test the ability to add an Evaluation/Assessment Authorization.

Quick Steps	Result / Additional Information
1. From the Child Summary web page select the Authorizations left side menu tab.	System displays the Authorizations list associated with the child.
2. Select the Add Authorization hyperlink from the upper right corner.	System displays the Authorization Header Web page in add mode.
3. Select the Service Type.	System adjusts the Authorization Header Web page based on the Service Type selected.
4. Select the Authorization as Evaluation / Assessment.	System temporary stores the data until the Authorization is saved.
5. Set the Authorization Start date and the Authorization End date.	System temporary stores the data until the Authorization is saved.
6. Select Next.	System displays the Authorization Web page in add mode.
7. Select the Search Practitioner hyperlink.	System displays the Search Practitioner panel.
8. Enter the appropriate search criteria for the practitioner. Select Search.	System displays a list of practitioners that match the search criteria.
9. Select a practitioner to assign to the Authorization by choosing the Select hyperlink.	System associates the practitioner to the Authorization.
10. Enter the required data fields. Select Save.	System performs data edits. If data errors exist the system will display an error message. The system remains on the Authorization record web page in add mode. If no data errors exist the system will write the data to the database and display the Authorization Web page in read only mode. The newly added Authorization is listed in the Authorizations list.

Exercise 4: Cancel/Discontinue Evaluation/Assessment Authorization

The RAU user will test the ability to cancel or discontinue an existing Evaluation / Assessment Authorization.

Quick Steps	Result / Additional Information
1. From the Child Summary Web page select the Authorizations left side menu tab.	System displays the Authorizations list associated with the child.
2. Select the View hyperlink from the Authorization list of the Evaluation/Assessment Authorization record to be viewed.	System displays the Evaluation/Assessment Authorization record in read only mode.
3. Select the Cancel/Discontinue function from the upper right corner of the Evaluation/Assessment Authorization record Web page.	System displays the Cancel / Discontinue Web page.
4. If canceling the Authorization select the Cancel radio button. If discontinuing the Authorization, select the Discontinue radio button and enter a discontinue date.	System performs data edits. If data errors exist the system will display an error message. The system remains on the Evaluation/Assessment Authorization record web page in read only mode. If no data errors exist the system will write the new/revised data to the database and display the Evaluation/Assessment Authorization record web page in read only mode.

Exercise 5: Add a Service Authorization

The RAU user will test the ability to add a Service Authorization.

Quick Steps	Result / Additional Information
1. From the Child Summary Web page select the Authorizations left side menu tab.	System displays the Authorizations list associated with the child.
2. Select the Add Authorization hyperlink from the upper right corner.	System displays the Authorization record web page in add mode.
3. Select the Service Type.	System adjusts the Authorization Header web page based on the Service Type selected.
4. Select Authorization as Service.	System temporary stores the data until the Authorization is saved.
5. Set the Authorization Start date and the Authorization End date.	System temporary stores the data until the Authorization is saved.
6. Select Next.	System displays the Authorization Web page in add mode.
7. Select the Search Practitioner hyperlink.	System displays the Search Practitioner panel.
8. Enter the appropriate search criteria for the practitioner. Select Search.	System displays a list of practitioners that match the search criteria.
9. Select a practitioner to assign to the Authorization by choosing the Select hyperlink.	System associates the practitioner to the Authorization.
10. Enter the required data fields. Select Save.	System performs data edits. If data errors exist the system will display an error message. The system remains on the Authorization record Web page in add mode. If no data errors exist the system will write the data to the database and display the Authorization web page in read only mode. The newly added Authorization is listed in the Authorizations list.

Exercise 6: Cancel / Discontinue Service Authorization

The RAU user will test the ability to cancel or discontinue an existing Service Authorization.

Quick Steps	Result / Additional Information
1. From the Child Summary Web page select the Authorizations left side menu tab.	System displays the Authorizations list associated with the child.
2. Select the View hyperlink from Authorizations list of the Service Authorization record to be viewed.	System displays the Service Authorization record in read only mode.
3. Select the Cancel/Discontinue function from the upper right corner of the Service Authorization record Web page.	System displays the Cancel/Discontinue pop-up Web page.
4. If canceling the Authorization select the Cancel radio button. If discontinuing the Authorization, select the Discontinue radio button and enter a discontinue date.	System performs data edits. If data errors exist the system will display an error message. The system remains on the Service Authorization record Web page in read only mode. If no data errors exist the system will write the new/revised data to the database and display the Service Authorization record Web page in read only mode.

Exercise 7: Add Evaluation/Assessment EI Teaming Authorization

The RAU user will test the ability to create an Evaluation / Assessment Authorization with E.I. Teaming.

Quick Steps	Result / Additional Information
1. From the Child Summary Web page select the Authorizations left side menu tab.	System displays the Authorizations list associated with the child.
2. Select the Add Authorization hyperlink from the upper right corner.	System displays the Authorization Header Web page in add mode.
3. Select the Service Type.	System adjusts the Authorization Header Web page based on the Service Type selected.
4. Select whether the Authorization is Evaluation/Assessment or Service.	System temporary stores the data until the Authorization is saved.
5. Set the Authorization Start date and the Authorization End date.	System temporary stores the data until the Authorization is saved.
6. Select Next.	System displays the Authorization Web page in add mode.
7. Select the Search Practitioner hyperlink.	System displays the Search Practitioner panel.
8. Enter the appropriate search criteria for the practitioner. Select Search.	System displays a list of practitioners that match the search criteria.
9. Select a practitioner to assign to the Authorization. By choosing the Select hyperlink.	System associates the practitioner to the Authorization.
10. Select the Search Description hyperlink.	System displays the Description and Location of the Evaluation/Assessment Authorization.
11. Select the appropriate E.I. Teaming description with the location.	System displays the updated Description information.
12. Enter the remaining required data fields. Select Save.	System performs data edits. If data errors exist the system will display an error message. The system remains on the Authorization record Web page in add mode. If no data errors exist the system will write the data to the database and display the Authorization Web page in read only mode. The newly added Authorization is listed in the Authorizations list.