Expiring Authorizations

Description:

This report displays a listing of authorizations that will expire within 31 days of the selected date.

Use:

This report allows users to review all expiring authorizations and quickly determine which authorizations require action to either end services or obtain an updated or new authorization for the client. It is best practice to run this report for the current date to identify authorizations that will be expiring.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field

Description

Payer

the selected payer(s)

Program

the selected program(s)

Service

the selected service(s)

Client

client by name (last name, first name) or Sandata Client ID

When a partial name is entered the report displays results that begin with the entered characters.

Client AR#

the client’s Account Receivable (AR) number

Report Grouping Tab

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

Client: ID Type

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

Client: Medicaid/Payer ID

the client’s identifier based on the ID Type specified

Payer

the authorization's payer

Program

the authorization's program

Service

the authorization's service

Auth ID

the authorization’s reference ID number provided by the payer

Service End Date

the end date for the authorization's service

Sample Report

Expiring Authorizations – Sample

Expiring Authorizations – Sample

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