Authorizations Due for Review widget
The Authorizations Due for Review widget displays all authorizations that are due for review within the next 30 days. This includes both managed care authorization and not cross episodic managed care authorizations. Once the Next Review Date has passed, the authorization will no longer be displayed in the widget.
The following fields should be displayed in the widget:
- Auth #
- Client (Last, First, MR#)
- MC (Guarantor)
- Expires (Auth End Date)
- Units (Remaining)
- Visits (Remaining)
- Dollars (Remaining)
- Review (Date)
- Staff (Utilization Review Staff)
The items should be listed in order by Next Auth Review Date.
If you click on the Client link, the applicable Managed Care Authorizations, or Cross Episodic Managed Care Authorizations form opens for the selected client.
If a client has both a cross episode authorization and a regular managed care authorization, the units/visits and dollars used are only applied to the regular managed care authorization.
Widget SQL Statement
Select: "history_managed_care_auths"."option_id" AS "FORMID" <HIDE:FORMID>,
"history_managed_care_auths"."PATID" AS "ClientID" <HIDE:ClientID>,
"history_managed_care_auths"."CER_uniqueid" AS "AUTHID" <HIDE:AUTHID>, "history_managed_care_auths"."EPISODE_NUMBER" AS "Episode" <HIDE:Episode>, "history_managed_care_auths"."authorization_number" AS "Auth",
STRING("patient_current_demographics"."patient_name", ' (', "patient_current_demographics"."PATID", ')') AS
"Client" <LINK:FORMID:ClientID:AUTHID:Episode::Client>, "history_managed_care_auths"."guarantor_name" as
"MC", TO_CHAR("history_managed_care_auths"."auth_end_date",'MM-DD-YYYY') as "Expires", "history_managed_care_auths"."rem_units" as "Units", "history_managed_care_auths"."rem_visits" as "Vists", "history_managed_care_auths"."rem_dollar_amount" as "Dollars", TO_CHAR("history_managed_care_auths"."next_auth_review_date",'MM-DD-YYYY') as "Review", "history_managed_care_auths"."u_r_staff_person_name" as "Staff" FROM
"SYSTEM"."history_managed_care_auths" "history_managed_care_auths" INNER JOIN
"SYSTEM"."patient_current_demographics" "patient_current_demographics" ON
("history_managed_care_auths"."PATID" = "patient_current_demographics"."PATID" AND
"history_managed_care_auths"."FACILITY" = "patient_current_demographics"."FACILITY") WHERE ("history_managed_care_auths"."next_auth_review_date" IS NOT NULL) AND ("history_managed_care_auths"."next_auth_review_date" >= CURRENT_DATE) AND ("history_managed_care_auths"."next_auth_review_date" <=
CONVERT(DATE,DATEADD(dd,30,CURRENT_DATE),1)) ORDER BY
"history_managed_care_auths"."next_auth_review_date" ASC
See the Billing Widget Consoles training guide for more information.