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 records the final authorization.
Approve a standardized service authorization as follows:
Click the Financial tab at the top of the screen.
Click the Service tab.
Click the Service Authorizations link in the left navigation bar. The Service Authorization Filter Criteria screen appears.
Refine your search criteria by entering or selecting various fields such as for Person ID, Provider ID, and/or filter by Status.
Click Search.
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 Agency Services Details screen. See Record an agency's standardized services
Verify the service in the Service Description field. Verify Cost Type field is Standardized and agency costs are populating. For additional add-on costs, click the Create Add-on Cost button
Click Process for Approval. The Process Approval screen appears.
Select the Action field. Select Approved - Final
Click Save. You are returned to the Service Authorization Detail screen.
Click Save. You are returned to the Service Authorizations Filter Criteria screen.