This report will pull up expiring authorizations for the date range you select. EX: To view all auths expiring during the month of March 2024, you would use the From Date: 03/01/24 and Thru Date: 03/31/2024. Use a larger date range in case some charts have been missed.
Pull up any patient from the Select Patient screen. From Barnestorm Office > Patient Histories > Authorization, click on 17.35 Expiring Auth tab; or go to the Referrals > Authorizations.
How To Run the Report
- From / Thru = The range of dates that the authorization expires on.
- Programs / Payers / Teams = Filter report by entering program, payer,team numbers. Or leave blank to select all.
- Check "Include Do Not Renew Authorizations" checkbox, if you choose to include those on this report.
- Select the Print By Sequence you want to run the report in: Print By Patient Name, Print by Expiration Date, Print By Payer/Pt Name, or Print By Payer/Date.
- Click on Print.
How to Read the Report
- Payer = The program/payer number and payer name.
- Chart = The chart number assigned to the patient.
- Patient's Name = The patient's name.
- Tm = Team number.
- AidePlan = Aide Care Plan Thru date.
- * = If Aide Care Plan and Authorization dates do not match then an asterisk will appear.
- Last Visit = The date of last chargeable visit during the authorization period.
- Expires = Date the authorization expires.
- Visits = For Home Health the number of discipline visits for the auth period printing.
- Expires = The thru date you selected when you setup the authorizations.
- Hours/Visits = Shows the number of hours per week, month or year that was setup for that patient or the number of visits and the discipline authorized.
- Authorization# = Pulls the authorization number from Authorizations screen.
- Case Manager = Shows the first employee listed from Referral > Employee tab.