Creating Add-on Cost to Service Authorization

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 system allows the worker to create add-on costs associated with either the contract or standardized service within the authorization. Add-on costs can be added to a service authorization in pending or approved status.


If an add-on cost is added for a child, but not end dated when a service authorization is ended, the add-on cost will be applied to future service authorizations created for the child until such time as the add-on cost is end dated.   

Create an add-on cost within a service authorization as follows:

  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 placement service for which you want to create an add-on cost. The Service Authorization Details screen appears. The details are derived from the Agency Services Details screen. See Record an agency's standardized services

  7. Click Create Add-on Cost in the Other Add-on Costs table toward the bottom of the screen. The Add-on Cost screen appears. Enter the details within the applicable fields. Make sure to enter the End Date associated with the cost.

  8. Click Save. You are returned to the Service Authorization Filter Criteria screen. The add-on costs appear in the Other Add-on Cost field on the right of the screen.

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

  10. Select the Action field. Select Approved - Final

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

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