Prior Authorization Report
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
Go to Reports.
Select Prior Authorizations from the list.
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
Related Articles
Managing Prior Authorizations in the Client Chart
Managing Prior Authorizations in the Client Chart Overview Prior authorizations help ensure that services are approved by a client’s insurance before they are provided. Your practice can now add, track, and manage prior authorizations directly within ...Note Status Report
Run a report to discover the status of your notes. Step 1: Navigate to the Reporting page and select Note Status Report. Step 2: Filter by professional, date range, note status. Then, select Filter. Totals for each note type will show above the list. ...New Features - February 2026!
New Year - New Features! We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW - Billing vs Collected Report by Professional Users have the ability to filter the Billed vs. Collected ...Client Retention Report
View your clients’ treatment timelines in an easy-to-read report to help identify your client retention vs. attrition. Step 1: Navigate to the Reporting page. Then, select Client Retention. Step 2: Filter by time frame and professional(s). Then, ...Missed Reasons Report (Within Billing vs. Collected Report)
Within the Billing vs. Collected Report, you’ll now be able to click on the number of Missed Appts to view a breakdown of the missed reasons. Step 1: Navigate to the Reporting Page. Then, select Billing vs. Collected. Step 2: Set your filters and ...