Authorization Summary

Description:

This report displays a summary of client's authorization sorted by payor. Authorizations specify the number of units, visits, or hours for a service and time period.

Use:

This report can be used by the agency to view Total and Unused units, visits, or hours, and the Limitation for authorizations in the selected date range. This can be used in requesting additional authorizations.

Limitations:

N/A

Filters

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Admit Type	The code for the client's admission.
Payor	The selected payor.
Team	The selected team.
Manager	The selected manager.
Client Status	The client's status.
Coordinator	The selected coordinator.
Date From	The first date of a selected range of dates.
Date To	The last date of a selected range of dates.

Report Output

Each column of the report displays:

Field	Description
Client	The client's name. Blank if unknown.
Chart ID	The client's Chart ID number.
Case Mgr	The client's Case Manager.
SOC	The client's Start of Care date.
Service	The authorization's service.
EC	The event code for the visit.
Ref No	The authorization's reference number.
Total	The quantity of billable time spent for the authorization.
Unused	The quantity of remaining billable time available for the authorization.
From	The start date of the authorization.
To	The end date of the authorization.
Limitation	The limit of the authorization.
Days- Sun, Mon, Tue, Wed, Thu, Fri, Sat	The days of the week the authorization is available.
Subtotals: Client/Auth	The total number of clients and authorizations under each payor.
Grand Totals: Client/Auth/Payor	The total number of clients, authorizations, and payors on the report.

Sample Report

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB