Overview

The Prior Authorization Report gives your practice a centralized view of all active, expiring, and expired prior authorizations across your client base. This report helps billing teams, administrators, and clinicians stay ahead of authorization requirements, prevent denials, and ensure services are delivered within approved limits.

What the Report Shows

The report displays key details for each authorization, including:

• Client name

• Insurance plan

• Authorization number

• Start and end dates

• Total authorized units or visits

• Units or visits used

This makes it easy to identify which authorizations need attention.

How to Access the Report

1. Go to Reports.

2. Select Prior Authorizations from the list.

3. Select Run Report.

The report updates automatically based on your selections.

Using the Report to Manage Workflows

The Prior Authorization Report helps your team:

• Identify authorizations that are close to expiring

• Track clients who are running out of units or visits

• Follow up with payers or clients before services fall outside authorization limits

• Support billing accuracy and reduce claim denials

• Plan scheduling and service delivery based on remaining authorized units