2. Create the Primary Authorization and Add Documentation
- Click on the Files module then click “Create a New Authorization” in the drop-down menu.
- Enter the client’s name in the “Contact Name” search bar and then click the client’s name in the drop-down menu.
- In “File Name” section, type the name of the document using the following naming convention: Full Name – Type of Auth – Insurance Company - Start Date to End Date. For example, John Doe – Assessment Auth - BCBS of MA – 1/1/20 to 6/1/20
- In “Drop files here to upload”, drag and drop the document you received from the payor to upload to CentralReach.
- Click the red "Begin Upload" button.