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:

FieldDescription
Payerthe selected payer(s)
Programthe selected program(s)
Servicethe 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

FieldDescription
Accountthe provider agency’s Sandata EVV account number

Report Output

Each column of the report displays:

ColumnsDescription
Client: Namethe client's name
Client: ID Typethe type of identifier displayed on the report for the client (M = Medicaid ID, P = Payer ID, C=Client ID, N=Newborn)
Client: Medicaid/Payer IDthe client’s identifier based on the ID Type specified
Payerthe authorization's payer
Programthe authorization's program
Servicethe authorization's service
Auth IDthe authorization’s reference ID number provided by the payer
Service End Datethe end date for the authorization's service

Sample Report

Expiring Authorizations – Sample

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