Helper Tech Tip #1: How to Enable the Attachments Feature in 7.4

• Log into Helper
• If asked “who are you,” select the user w/ admin privileges
• In Helper, click on Setup | Multi User Setup
• Select the user from the Multi User list and click Edit
• Click on  the “Access to Screens “ tab
• Click on the  +  before Attachments
• Place a check in the box for “Attachments” and click Save  
• If it prompts you to enter a password, enter that information on the “User Information” tab in the  Password & Verify Password fields and click Save
• Repeat steps 4-8 for any other users listed on the Multi User list

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Helper Tech Tip #2:  Setting Up Managed Care Authorizations

To add a new authorization

• Select a patient and click on the MC AUTH button (above your patient list)
• Click  “New”
• On “Track Authorizations by Date,” enter the data range for the authorization
• On “Track Authorizations by Sessions,” enter the number of sessions allowed.
• On “Track Authorizations by Dollars,” enter the total amount of the approved authorization. (optional)
• Enter the Authorization Number in the Authorization Number field. (upper right corner)
• In  “Date of Authorization,” enter the start date for the Authorization
• Make sure the check box for  “Is this an active Authorization” is checked
• Click Save

To Add/Remove sessions To/From an authorization

• Select a patient and click on the MC AUTH button (above your patient list)
• Select the authorization in questions and click on the  “Detail”  tab. You should then be able to see the sessions currently attached to the authorization
•  To ADD a session to a previous authorization, click on the “Add Sessions to Auth” button
• You will get a list of sessions that are not attached to the authorization. Highlight the one you wish to add and click OK. That session will then be attached to the select authorization
• To REMOVE a session from an authorization, highlight the session you wish to remove from the authorization and click on the  “Remove Session” button
• You will be asked if you are sure you want to remove the session from the authorization. If you select “Yes”  then that session will be removed from the authorization

To make an authorization inactive

• Select a patient and click on the MC AUTH button (above your patient list)
• Select the authorization in questions and click on the  “Edit” button . You should then be able to see the details of the authorization
• On the right side of the screen, locate the checkbox for  “Is this an active Authorization” 
• Remove the check from the box and click Save
• The authorization has been made inactive and will no longer be attached to any sessions

Setting up warnings for expiring authorizations

• Above your patient list, click on Setup | Preferences
• On the menu on the left, click on Managed Care (bottom of list)
• On the right, you will see the options to set up your warnings based on the following criteria:
• Days Remaining
• Sessions Remaining
• Dollars Remaining
• Click Save
• Set the criteria above. You will be notified of the expiring authorization if you add a session and it drops below any of the above thresholds
• To disable the warning feature (not recommended), perform steps 1 & 2 above and then place a check in the box that says  “Never Warn Me of Authorization Limits” and click Save. This feature will then be disabled

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