Expiring Authorizations widget
The “Expiring Authorizations (Review 10 days / Units-Visits 5)” widget displays all authorizations that are expiring in the next 10 days, or have less than 5 visits or units remaining. This includes managed care authorizations.
The following fields should be displayed in the widget:
- MR #
- Patient Name (Last, First)
- Program
- Guarantor
- Auth #
Next Review Date - Auth End Date
- Visits Remaining
- Amount Remaining
- Units Remaining
- Dollar Remaining
The records should be displayed in order by Auth End Date Client Name, and Client MR#, Guarantor Name.
If you click on the Patient link in the list, 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"."CER_uniqueid"
"history_managed_care_auths"."PATID" as "MR#", "patient_current_demographics"."patient_name" as "Client" <link:optionname:mr#:cer_uniqueid:ep>, CASE WHEN "history_managed_care_auths"."EPISODE_NUMBER" IS NULL THEN 'Non-episodic' ELSE "history_managed_care_auths"."EPISODE_NUMBER" END as "Episode", "history_managed_care_auths"."guarantor_name" as "Guarantor" ,
"history_managed_care_auths"."authorization_number" as "Auth #",
"history_managed_care_auths"."next_auth_review_date" as "Next Review Date",
"history_managed_care_auths"."auth_end_date" as "Auth End Date",
"history_managed_care_auths"."calc_rem_units" as "Units Remaining",
"history_managed_care_auths"."calc_rem_visits" as "Visits Remaining",
"history_managed_care_auths"."calc_rem_dollar_amount" as "Dollars Remaining" FROM
"SYSTEM"."patient_current_demographics" "patient_current_demographics" INNER JOIN
"SYSTEM"."history_managed_care_auths" "history_managed_care_auths" ON ("patient_current_demographics"."FACILITY"="history_managed_care_auths"."FACILITY" AND "patient_current_demographics"."PATID"="history_managed_care_auths"."PATID") WHERE ("history_managed_care_auths"."auth_end_date">=GETDATE()) AND
(("history_managed_care_auths"."auth_end_date" < DATEADD(dd, 10, GETDATE())) OR "history_managed_care_auths"."calc_rem_visits"<'5') ORDER BY "history_managed_care_auths"."auth_end_date"
ASC, "patient_current_demographics"."patient_name", "patient_current_demographics"."PATID", "history_managed_care_auths"."guarantor_name"
For more information, see the Billing Widget Consoles training guide.