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This article covers the process of how to add Prior Authorizations to an Account's ledger, and subsequently how to include those Prior Authorizations to an Insurance Claim. If you're looking for more generic information on how to create an insurance claim, you can click here.

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Adding a Prior Authorization to an Incident

Before a Prior Authorization can be used on an Insurance Claim, it must be added to a patient's Incident in the Ledger Tab of the Patients Ability. Once you're in the Ledger Tab, you can either click the Incident node (the Folder icon) in the Ledger sidebar:

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Once you've filled out these fields, press Command-S to save.

Including a Prior Authorization to a Claim

When creating an Insurance Claim, you'll want to make sure that the "Prior Auth" column has the Prior Authorization that you created in the previous step selected in the drop down. By doing this, the Prior Auth will be included in Box 23 of the CMS Claim form and Box 2 of the ADA Claim Form.

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