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.

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