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Add Client Authorizations (ShareNote)
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Access Client
- Hover over the Managers tab in the Navigation bar, and select Client Manager from the drop-down.
- Click on desired Client.
Add Authorizations
- Click Authorizations from the Notes/Information section on left menu.
- Click Create New.
- The Service Authorization Submission Form will display.
- Enter Date of Request Submission, select Group, and Service Required.
- Enter all remaining fields.
- If desired, set Alert to be notified when authorization units are low or is near expiration.
- Click Submit when complete.