What is the Patients with Expired Authorizations Report?

Purpose: 
To help clinics track and renew insurance authorizations by identifying expired auths and showing treatment utilization (visits/notes completed) under each authorization.

Scope: 
This report provides:

• List of all expired patient authorizations
• Treatment utilization data: 
  • Number of visits completed 
  • Notes documented under each auth
• Filtering by month periods
• Authorization renewal reminders

Procedure:

1. Navigate to Reports > Authorization Reports
2. Select Expired Authorizations
3. Apply month filters if needed
4. Review:
   1. Auth expiration dates
   2. Visits/notes completed
   3. Patients needing renewals
5. Initiate renewal process for flagged cases

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This report pinpoints expired authorizations as well as detailing the amount of visits and notes completed in accordance with that authorization. This report can be filtered by months and is mostly utilized to remind clinics of authorizations that required renewal.

Describe the purpose of the report. E.g. Many insurances require authorization in order to treat patients. It's generally provided with a specific number of visits or units and specific time frame. It will help you track authorization and ensure that the auth is not missed.