Authorization Copy Tip

Written By Felicia Conner ()

Updated at January 16th, 2020

Authorization Copy

How many times is a client’s new authorization for the same set of services and you wish you could just copy it and update the changed items?  Well you can do that and it is as simple as a right click!

Access:  Client Master > Auths Tab

  1. Right click on the authorization.
  2. Select Copy Authorization from the action menu.
    Note:  This only works with standard authorizations.
  3. Update the dates, authorization number and any other changed items on the authorization.  

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