Clients without Authorizations

 

Description:

This report displays a listing of all clients that do not have an authorization as of the selected date. Clients with one or more authorizations active as of the selected date do not appear on this report. This report is only available when Authorization functionality is enabled. Authorizations are generally received from a payer using an interface.

Use:

This report allows users to review all clients that do not have a current authorization to identify where the appropriate actions to end services or obtain an authorization from the payer are required. While a client can have multiple authorizations, based on service, this report only displays clients without any authorizations as of the selected date.

Fields and Columns:

Parameters

This report has no parameters.

Report Grouping Tab

Reports are grouped by the following fields. Each change in these fields results in a page break:

Field

Description

Account

the provider agency’s Sandata EVV account number

Report Output

Each column of the report displays:

Columns

Description

Client Name

the client's name

ID Type

the type of identifier displayed on the report for the client (M = Medicaid ID, P = Payer ID, C=Client ID, N=Newborn)

Medicaid/Payer ID

the client’s identifier based on the ID Type specified

Authorization Expired

the date the client’s authorization expired

This field is blank if the client has not had an authorization.

Sample Report

Clients Without Authorizations - Sample

Clients Without Authorizations - Sample

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