# E-Authorization

For insurance visits, the **E-Auth Requests** option is available in the **More Actions Menu**. Staff use this option to submit the E-Authorization request.

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### Steps to raise an E-Authorization request

* Open the **Scheduler (Home > Front Desk > Scheduler)** screen. Choose the respective patient’s appointment and click the appointment card. This opens the **Appointment Information** pop-up screen.

  <figure><img src="/files/27bWiYTwhagchwQ6l1hS" alt="" width="269"><figcaption></figcaption></figure>
* From the pop-up menu, select the **E-Auth Request** link. This action opens the **E-Auth Request** pop-up screen.<br>

  <figure><img src="/files/C9tKD6u0O3MY6rOIhK2C" alt="" width="375"><figcaption></figcaption></figure>
* In the **Items** section, click the **Plus** icon to add items. Similarly, in the **Diagnosis** section, add one or more diagnoses as required. Finally, click the **Submit** button to raise the E-Authorization request.\
  \&#xNAN;***Note:** When a patient visit is completed, items captured on the **Medical Records** screen automatically populate the **Items** and **Diagnosis** sections.*

  <figure><img src="/files/BiiQhkGWaXvLisUMxwik" alt="" width="563"><figcaption></figcaption></figure>
* After submitting the records, use the **E-AUTHORIZATION** notification link in the top bar to track the request status.

  <figure><img src="/files/xOqawNSxxcdPh3edrcy4" alt=""><figcaption></figcaption></figure>

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