Close a Service Authorization

Key Points:

• For all programs except CFS, JC, SA, SA/MED, SG and SG/MED, the closed date must be on or after the current date.
• Authorizations for Out of Home Placement services, Respite services, Adoption services or Guardian services covered by CFS, JC, SA, SA/MED, SG or SG/MED may be closed on or after the last calendar day of the month immediately prior to the current month.

To close a Service Authorization:

1. Access the Service Authorization Detail window.
2. Select the Actions menu.

3. Select the Close Service Authorization.

   Result:  The Close Service Authorization dialogue box displays.

4. Enter the New End Date.
5. Select the Check the system recalculation of units and balance check box if desired.

6. Select the OK push button.

   Result:  The Service Authorization Detail window will display with the new End Date.

7. Select the Units and Rates push button.

Result:  The Units and Rates window displays.

Note:  Any rate lines that do not fall within the new Service Authorization timeframe will be removed from the Units and Rates List Box.  Highlight the line you wish to view to see the recalculated units and remaining balance totals.

(07-2011)