Add a Service Approval

To add a Service Approval to an existing Organization:

  1. From the Detail Organization window, select the Service Approval icon.
  2. From the Search Service Approval window, conduct a search to see if any existing Service Approvals exist. You may need to use different date ranges to determine if a Service Approval was already entered. If there are no existing Service Approvals, select the New button.
  3. From the Detail Service Approval window, select the Arrow button located next to the Payee group box.
  4. A pop-up window will appear and ask if the Service Approval Owner and the Payee are the same. If they are, choose ‘yes’ and the Payee ID and Name fields will be populated with the same information. If they are not the same, choose ‘no’. and you will go to the Search Organizationwindow where you can search for (or add) the payee. After selecting the payee, use the Return Arrow to return to this window.
  5. Enter the Contract Number, if applicable, with the Type as contract. If this is a verbal agreement, leave the contract number blank and select the Type as Verbal Agreement.
  6. Enter the begin and end dates for this Service Approval.
  7. Select the Save or Save/Close icons
  8. If this is a contract, the Detail Service Approval Assignment window will appear and require a worker to be assigned to the Service Approval. If this is a verbal agreement, the assignment will automatically be to Central Office.

See also Detail Service Approval for windows help.

Note: You also need to add Provider Detail to set up the service type, program covering the service and rate information.

(11-2005)