Authorization Tracking Report
The Authorization Tracking Report tracks the authorizations for each patient in your clinic.
Let’s review how to access and filter the report.
- Navigate to the Patient menu and select Authorization Tracking Report.
- Enter your Search Criteria and complete the required fields to generate the report.
- Narrow your report results by selecting a Practice and Location. Otherwise, you can leave these fields set to all.
- Select a From and Through date. You can enter today’s date by typing 00 in the date field.
- Once the required search criteria information is complete, click Search.
- Results display below showing all authorizations within the search perimeter.
- You have the option to filter what displays in the list by clicking the filter icon next to the column header.
- Then, select the items you want to filter by and click Filter.
- You can change the order of the list by descending or ascending order. To change the order, click on the column header.
- Finally, click on the Patient ID to open the patient profile.