Authorization Report

Authorization Report


Authorization Report

It is recommended to run this report in Landscape orientation.

Authorization Report Criteria

The Authorization Report can track your Authorizations by:

  • Insurance
  • Expiration Date Span
  • Remaining Visits, Dollars, Days, or Units
  • Case Type
  • Patient Type
  • Referring Provider
  • CPT ® (Procedure Code)

Options to:

  • Include Completed Authorizations
  • Include Inactive Cases

Columns Options to Include on the Report

  • Authorization Number
  • Patient ID
  • Patient Name
  • Added Date/Time: When the Authorization was added
  • Insurance
  • CPT: These are CPT Codes that are attached to the Authorization.

  • Case Type
  • Note: This is the Note that has been added to the Add/Modify Authorization screen.

  • Encounter Count: The total number of Encounters where this Authorization has been used.
  • Billing Provider
  • Rendering Provider
  • Facility
  • Case Description
  • All Calculated Fields: Selecting this field changes the report to reflect the Authorization Calculations.
  • The total Units/Days/Dollars/Visits that are available to use.
  • The number of Units/Days/Dollars/Visits that have been used.
  • The remaining number that are available to be used.


Other Options

It is recommended to run this report in Landscape Orientation.


Authorization Report Example


® CPT copyright 2019 American Medical Association. All rights reserved.


    • Related Articles

    • Add an Authorization to a Case using Countdown

      Use the Countdown on an Authorization When the Countdown fields are used, a message will be displayed when the Case/Authorization is used on the Scheduling Appointment screen and on the Post/Modify Encounter screen. The fields that are available for ...
    • Cases and Authorization Overview

      Overview Cases hold information to use for a patient's episode of care, generally for multiple Encounters and Appointments. Common uses include Authorizations, Workers Compensation, Hospitalizations, OB, DME, Accidents, and Pre-certifications which ...
    • POPS Session Usage Report

      The Session Usage Report can be accessed from 2 places within the System: POPS Management Admin > POPS Management > Session Usage Reports Dashboard Reports > Session Usage Use Session Usage to Report on Patient activity within a POPS session. ...
    • Add a Case and Authorization/Referral

      User Permissions to access Cases Cases can be added in multiple places in the System. Select this link: Cases and Authorization Overview. Case Panel Type: Choose from the dropdown or add your own by choosing Manage (See below for adding Case Types). ...
    • Charge Summary Report

      Charge Summary Overview The Charge Summary Report is found on the Reports Dashboard. Use Filters and Reporting Groups to determine the information that appears on the Report. Use the Save Report Filters to retain the same filters for running later. ...