Managing client authorizations and tracking remaining units is essential for ensuring services are provided within approved limits and preventing scheduling or billing issues. In Theralytics, you can easily view authorization details, including service codes, approved units, scheduled units, and units remaining.

This guide will walk you through the step-by-step process to:

• Access client authorizations from the Client Management menu
• Review service codes and modifiers linked to an authorization
• Track unit usage to ensure accurate reporting and compliance

By following these steps, you’ll be able to efficiently manage authorizations and make informed scheduling and billing decisions.

TABLE OF CONTENTS

• How to View Authorizations and Track Units
• Frequently Asked Questions (FAQ) 

How to View Authorizations and Track Units

Step 1: Access the Client Management Menu 

Open the Client Management menu from the main navigation panel.

Step 2: Select the Client Profile 

Find and select the client profile whose authorization details you want to view. 

Step 3: Expand the Manage Client Menu 

In the client profile, expand the "Manage Client" menu to access authorization options. 

Step 4: Open the Authorizations Tab 

Click "Authorizations" to view a list of the client’s active authorizations. 

Step 5: Select an Authorization to View 

• Locate the authorization you want to review.
• Click on the three dots next to it to expand authorization details.

Step 6: Review Authorization Details 

Expanding the authorization will display key details, including:

 Service Codes  

View the service codes attached to the authorization. 

 Modifiers 

See any modifiers applied to the service codes. 

 Units Approved 

Check the total number of units approved, broken down into units and hours. 

 Units Completed 

Track units that have already been used, displayed in both units and hours. 

 Units Scheduled 

Review all past, present, and future scheduled units, broken down into units and hours. 

 Units Remaining 

Monitor the unused units left within the authorization period, displayed in units and hours. 

By following this guide, you can efficiently view authorizations, track remaining units, and manage service codes in Theralytics. Keeping authorizations up to date ensures accurate scheduling, billing compliance, and proper service tracking for each client. 

Frequently Asked Questions (FAQ) 

Need more help? Reach out to your agency administrator or the Theralytics support team for further assistance.