> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add/edit Patient's Prior Authorization

> Add and track a patient's prior authorizations, including auth number, dates, and visit limits.

#### Adding a Prior Authorization

From the patient's **Prior Authorization** section, add a new authorization (**+ New Prior Auth** / **Create Authorization**). Enter:

* **Authorization Number**
* **Category** — **Pre-Certification** or **Referral**
* **Insurance** — the insurance this authorization is tied to
* **Effective Date** and **Expiration Date**
* **Tracking** — the number of authorized **visits** (or units)

Save the authorization when done.

Prior authorizations are also surfaced on the patient's profile and in the **Prior Authorizations** working list, where you can filter, use saved views, and export.

### FAQ

<Accordion title="What's the difference between Pre-Certification and Referral?">
  They're the two prior-authorization **categories** you can assign when creating an authorization. Choose the one that matches the payer's requirement for the service.
</Accordion>

<Accordion title="How are visit limits tracked?">
  Enter the number of authorized visits (or units) when creating the authorization. Insights tracks usage against that limit and surfaces alerts as it runs low.
</Accordion>