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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