There are three must haves in order to be able to Process a Billable Document in Caseworksweb.

1. There must be an Authorization in the system

2. Your Note needs to have the correct date on it which means it has to fall into the authorization start date and end date

3. You have to have the correct service code on the note for it to be processed.

Line items on billing details that appear as bold red text indicate an automatic adjustment to authorization units.

Here's an example: the maximum billable units for H2022 is 1 per day, or one 2-hour session. A counselor processes a note for 2 units /4 hours on an H2022 service, so the system goes ahead and deducts the ONE allowed unit for the consumer to account for the discrepancy.

Contact your site administrator or supervisor about specific questions related to services/rates and authorization allowances.