Printer Friendly PDFCreating a Client Insurance Authorizations Report
Using the Client Insurance Authorizations Report to prepare a list and review the status of all active insurance authorizations.
The Client Insurance Authorizations Reports is available on the Reports > Client Data tab
Navigate to the Reports > Cient Data tab. Click on any of the groups of clients shown for the Client Insurance Authorizations Report to display the list of active authorizations for that group of clients.
The Client Insurance Authorizations Report displays all of the information about authorizations marked as "Active."
If limit warnings are active for an authorization, then the text descriptions of the status of the authorizations will also be displayed. Any limits that have been exceeded will be displayed in red.