Service Authorization Reports

There are several ways to review the authorization information in the system. These reports will show the authorization in the system, remaining units, expiration dates, etc. based by consumer.

This topic include directions on how to run the Consumer Authorization report, Utilization report, and Utilization by Service Date report.

NAVIGATION: REPORTS menu > Authorization Reports

Consumer Authorizations

This report will show you the authorized services entered into the system by consumer and the units used.

  1. In the DATE RANGE section, enter the time frame you want to review the authorizations.
  2. Select any other options or leave blank to review all authorizations. Options include:
    1. Service Codes
    2. Facility
    3. Case Number
    4. Payor
  3. In the OPTIONS section, you can group the report by consumer, case manager, payor, or facility.
  4. Place a check mark in the NOTIFY box and click the PROCESS button. 
    1. When the report is ready to review, a prompt will appear that says the report is complete. 
    2. Click YES to open the report in a new window.
    3. If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
  5. If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
    1. The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.

Utilization Report

This report will show you the authorized services grouped by the authorized service and consumers, as well as the units used and remaining units.

  1. In the DATE RANGE section, enter the time frame you want to review the authorizations.
  2. Select any other options or leave blank to review all authorizations for the time frame you selected. Options include:
    1. Service Codes
    2. Facility
    3. Case Number
    4. Payor
    5. Utilization Greater than the percentage you enter
  3. Place a check mark in the NOTIFY box and click the PROCESS button.
    1. When the report is ready to review, a prompt will appear that says the report is complete. 
    2. Click YES to open the report in a new window.
    3. If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
  4. If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
    1. The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.

Utilization by Service Date

This report will show you the authorized services used during the time frame you specify.

  1. In the DATE RANGE section, enter the time frame you want to review the authorizations.
  2. Select any other options or leave blank to review all authorizations for the time frame you selected. Options include:
    1. Service Codes
    2. Facility
    3. Case Number
    4. Payor
    5. Utilization Greater than the percentage you specify
  3. Place a check mark in the NOTIFY box and click the PROCESS button.
    1. When the report is ready to review, a prompt will appear that says the report is complete. 
    2. Click YES to open the report in a new window.
    3. If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
  4. If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
    1. The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.

2/2023

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