Authorization Tracking Guide

The first screen is to select the client. When you locate the client with which you will be working, select the client’s record by clicking on his/her name. This action will take you the next screen.

Missing Auth Report is a report that displays all the services that are not able to be submitted to insurance because the authorization settings for the client require that a service must have an authorization in the system before a service can be sent to the insurance company. If a service is required to have an authorization but there is no authorization available, the service cannot be prepared and will not be sent to insurance. A list of those services will be on the Missing Auth Report.

For instructions please see the PDF link below