Approve Service Authorization for Contract Services

When the caseworker completes a request for placement, the service record is in "Completed" status and the authorize link is activated on case overview screen, in the placement records section. The service authorization record remains in "Pending" status until the fiscal worker approves the final authorization.

Approve a service authorization for contracted service as follows:

1. 1. Click the Financial tab at the top of the screen.

   2. Click the Service tab.

   3. Click the Service Authorizations link in the left navigation bar. The Service Authorization Filter Criteria screen appears.

   4. Refine your search criteria by entering or selecting various fields such as for Person ID, Provider ID, and/or filter by Status.

   5. Click Search.

   6. Click the Edit link for the pending placement service you want to authorize. The Service Authorization Details screen appears. The details are derived from the Contract Placement Cost Details screen.

   7. Verify the service in the Service Description field. Verify Cost Type field is Contract.

   8. To link the contract and costs, click Link. The Contracts Filter Criteria screen appears. The Network Provider and ID populates.

   9. Select the Contract Services link to the right of the service. The Contract Service History Filter Criteria screen appears.

   10. In the Contract Service History table, click Select for the contract service used. The Service Authorization Detail screen appears with the contract costs populating.

   11. Click Process for Approval. The Process Approval screen appears.

   12. Select the Action field. Select Approved - Final

   13. Click Save. You are returned to the Service Authorization Detail screen.

   14. Click Save. You are returned to the Service Authorizations Filter Criteria screen.

Payments cannot be generated on a service authorization in "Pending" status.