Create a Prior Authorization Report

Advanced approval, known as pre-authorization or prior authorization, is required by some insurance payers before they will agree to cover a prescribed service or treatment. When the number of authorized uses are exhausted or the prior authorization expires, your practice may be responsible for contacting the payer to get re-approval of the service or treatment.

As a biller in TherapyNotes, you can add prior authorization codes to a client's chart. The uses remaining for each prior authorization code counts down whenever the code is included on electronic claims or generated CMS-1500s.

The prior authorization report allows you to gather data about all prior authorizations added to clients in your TherapyNotes account and easily see which codes may need to be renewed. 

Role Required: Practice Biller

To create a prior authorization report:

  • Click Billing > Prior Authorizations
  • Select a Payer, Expiration Date, Status (enabled or disabled), and Uses Remaining.
  • Click the Search Prior Authorizations button.

Once you've created the report, you'll see a table that includes every prior authorization that matches your search criteria. You can sort the information by clicking on the appropriate column header, and you can export the information to an Excel spreadsheet by clicking the Export Spreadsheet link at the upper right corner of the table.

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