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Authorization Reports for Sessions & Units (My Clients Plus 3.0)


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  • Updated

  Permissions: All Staff can access Report.

The Authorization Report allows you to generate reports for a specified date range that provide information on authorizations that fall within the given date range, session or unit allocation, and utilization percentages.

Jump to Section [Set Report Parameters] [Read Report] [Download Report]

 

Set Report Parameters (Filter) and Run Report

NOTE: The default sorting for the report is organized by period end date with the most recent period end dates displaying first. 

  1. Click Reports in primary navigation bar and click Authorization Report by Sessions or Authorization Report by Units under Clients section.
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  2. Choose the Service Date range.
  3. Select Archived Clients  to include this group in the report. Leave unchecked to only see Active clients.
  4. Click Run Report. 

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Read Report 

  1. You can filter the Report by Client, Insurer or Service Type.

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From left to right, you can see by default:

Authorization Report by Sessions
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  • Client Name
  • Insurer
  • Service Type
  • Sessions Allowed - total number of sessions authorized for the authorization period.
  • Sessions Kept - sessions associated with appointments that have already occurred.
  • Percent Kept - percent of total sessions associated with appointments that have already occurred.
  • Sessions Upcoming - sessions associated with appointments that have not occurred.
  • Sessions Available - sessions available for new appointments (sessions allowed minus sessions kept and sessions upcoming).
  • Percent Upcoming - sessions upcoming divided by sessions allowed in a percentage.
  • Period Start Date - start date for the authorization period. You can sort the report according to the Period Start Date. 
  • Period End Date - end date for the authorization period. You can sort the report according to the Period End Date. 


Authorization Report by Units
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  • Client Name
  • Insurer
  • Service Types
  • Units Allowed - total number of units authorized for the authorization period.
  • Units Kept - units associated with appointments that have already occurred.
  • Percent Kept - percent of total units associated with appointments that have already occurred.
  • Units Upcoming - units associated with appointments that have not occurred.
  • Units Available - units available for new appointments. (Units allowed minus units kept and units upcoming).
  • Percent Upcoming - units upcoming divided by units allowed in a percentage.
  • Period - name of the specific authorization period.
  • Period Start Date - start date for the authorization period. You can sort the report according to the Period Start Date. 
  • Period End Date - end date for the authorization period. You can sort the report according to the Period End Date. 

 

    2. Click Customize Grid to choose the columns you wish to display.

Authorization Report by Sessions
2023-07-06_12-26-33.png 		Authorization Report by Units
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Download Report

Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.

  1. Click CSV and PDF  on the upper right tab.
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