How do I add pre-approvals?

You are able to add pre-approvals by uploading and importing a list of candidates under the Manage Pre-Approvals link in the portal. You can also add individual pre-approvals one at a time by clicking the Add button in the same section.

Detailed, step-by-step instructions can be found in the Direct Billing Pre-Approval Guide provided in your welcome email.

For an interactive tutorial on how to add pre-approvals, visit the Pre-Approval Information section.

Need more help?

If you need additional assistance after reviewing the information above, please submit a help request or contact us by phone at 800-363-8012. Our Customer Service team is available Monday through Friday, 9am to 9pm ET and Saturdays, 11:30am to 4pm ET.

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