This report can be pulled to show how well you are fulfilling client authorizations
Step | Description | Helpful Information |
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Navigating to the Authorization Utilization Report | Reporting>Authorization>Authorization Utilization  | |
Generating the report | Auth Status: Run by active or expired auths or leave blank to pull in both options Service Line(s), Location(s), Funder(s), Client(s), and Client Status: Run by one or more or leave blank to pull in all options Date Range: Leave blank or run by a specific date range Click Search or Export to Excel  | |
Report Information | This report will show you: Client’s Name, Funder associated with that client’s auth, Service Line associated with the auth, Auth #, Auth Units vs. the Frequency as set up in clients auths (EX: 100 units daily), Date range of auth, Service Name, Billing Code (this report breaks up your auth by showing each service/billing code) Scheduling Goal is based upon auth set up which is optional to adjust for tracking purposes Total Scheduling Goal based upon the date range of the authorization and the scheduling goal entered in clients auth Total Auth Hours based upon date range of auth and what that auth is Scheduled Hours show how many hours of that service has been scheduled Unscheduled Hrs shows how many hours you have left to schedule Verified Hours show how many of those scheduled hours have been verified/completed Scheduled Auth shows where you are at in the authorization; It is the percentage being utilized towards the total auth Sched Goal shows where you are at in your utilization towards the total scheduling goal Number of days until expiration, Status, and Rendering Provider as listed on the auth
| If ran by date range, there will be different results for the scheduled or utilization columns (Scheduled Hrs., Unscheduled Hrs., Scheduled Auth, Scheduled Goal) as it is showing what has been scheduled only during that date range
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