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Authorizations report - Define tab

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Path: Reports>Financial>Authorizations Report
Path: Claims>Reports>Authorizations Report

Use the Define tab to specify information that you want to include in the report. This tab contains the following common options that you need to complete as appropriate for your agency:

  • Date Range
  • Show Options
  • Sort By

Also, the Define tab contains the following options unique only to this report:

  • Select
  • Include
  • Status
  • Optional Selection Criteria
Select

Select one of the following options for generating the report to:

Options Description

All Patients

Include all patients in the Business Unit for the specified date range.

Specific Patients

Include specific patients for the report in the Select Patient dialog.

Patients Over Authorized Limits

Include all patients with an authorization where the levels of care are over the authorized limits.

Patients Under Authorized Limits

Include all patients with an authorization where the levels of care are under the authorized limits.

 

Include

Select the appropriate radio button to include:

Options Description

All Authorizations

All authorizations active during the time period. For example, the authorizations with the range 1.15.09 - 2.15.09, if the report runs for 2.15.09 - 2.28.09, will appear in the report as it was active on 2.15.09.

Effective in Date Range

All authorization effective during the time period. For example, the authorizations with the range 1.15.09 - 2.15.09, if the report runs for 2.15.09 - 2.28.09, will not appear in the report as it was effective on 1.15.09.

Expired in Date Range

All authorizations active during the time period. For example, the authorizations with the range 1.15.09 - 2.15.09, if the report runs for 2.15.09 - 2.28.09, will appear in the report as it expired on 2.15.09.

 

Status

Select the appropriate radio button to include:

Options Description

Active

Patients that do not have a discharge status during the reporting period. Active status includes the status code types: Initial Admission (A), Return home from a temporary stay (R), and Readmission (X).

Discharged

Patients that have a discharge status during the reporting period, and the status code types: Death (D), Final Discharge (F), and Temporary move to hospital or respite (T).

Active and Discharged

Patients that meet all the criteria regardless the status.

 

Optional Selection Criteria

Use this section to define the criteria for the report.

Options Description

Include Patient Care Team

Includes the patient care team specified in Patient>Clinical>Care Team.

Include Insurance Contact

Includes the insurance contact from Patient>General>Authorizations.

Include Notes

Includes notes from the authorizations Notes field in Patient>General>Authorizations.

Multiple Business Unit Consolidation

Adds the Region and Business Unit options to the Consolidation tab. Selecting this check box disables the Specific Patients field.

Report Definition Page

Displays the report's selected settings at the last page of the report.