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Description: In this topic, the user will learn how to add monthly budgets to authorizations. A monthly budget is derived from an authorization, but it is not the same as the Monthly Max. Monthly budgets are based on an algorithm and may allow a client to exceed 100% of their monthly budget. To enable Monthly Budgets fields on an authorization, custom fields for Monthly Budgets must be created in the Custom Field Definitions Setting. To use the monthly budget fields after creating, add a new authorization. When completing the form wizard, the newly created budget fields will be visible. For steps on how to create a new authorization, see the article Authorizations - Create, Approve, Reject, Edit, View, or Deactivate.
Role Required: Super User, Billing Team, Authorization, Case Worker with Enable Authorization Management setting enabled
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Permission Required: Authorization Admin
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