Service Authorization Report

Improve quality of receivable

The Service Authorization Report, located within the Billing Reports section, is an essential tool for verifying that your agency has the legal and financial approval to provide services. It lists all active authorizations, ensuring that billing is always backed by a valid Prior Authorization (PA).

1. Report Overview & Filters

At the top of the Billing Reports page, you can define the scope of the data before expanding the report:

• Date Range Picker: Filters authorizations that fall within a specific window (e.g., 10/01/2025 – 03/31/2026).

• Select Client: Allows you to isolate authorizations for a single individual to review their specific coverage.

• VIEW REPORT: Clicking this expands the interactive data grid shown on your screen.

2. Column Definitions

The grid provides a detailed breakdown of every authorization parameter required for successful claim submission:

Column Name	Description
ID	The row index for the current view.
DDDID	The state-issued Division of Developmental Disabilities ID.
Patient Name	The legal name of the client.
DOB	The client's Date of Birth.
Project Title	The internal name of the service or case (e.g., Andre Rios ISS 8).
Medicaid ID	The client's 12-digit Medicaid identification number.
Prior Auth	The unique authorization number issued by the payer/MCO.
Proc Code	The HCPCS/CPT procedure code (e.g., T2019).
Proc Code Modifier	Additional modifiers required for billing (e.g., HI, HIUP).
Diagnosis Code	The ICD-10 code associated with the authorized service.
Task Start Date	The first date the authorization is valid for service delivery.
Task End Date	The expiration date; services provided after this are generally non-billable.
Auth Units	The total number of units (hours or increments) approved for this period.
Auth Amount	The total dollar value authorized for the service.

3. Grid Control Icons (Top Right)

Use the utility bar at the top right of the grid to manage the 40 total rows currently visible:

• ![columns_icon] Columns: Hide clinical details like Diagnosis Code to focus strictly on Auth Units and End Dates.

• ![filters_icon] Filters: Isolate specific procedure codes (e.g., "Show only T2019") to audit a specific service line.

• ![density_icon] Density: Switch to "Compact" to see more rows on the screen at once.

• ![export_icon] Export: Download the visible grid as a CSV for external record-keeping or state audits.

• ![save_icon] Save View: Save your column adjustments so this report remains customized for your next visit.

Administrative Best Practices

• Expiration Monitoring: Sort the grid by Task End Date to identify authorizations that will expire in the next 30 days.

• Rate Accuracy: Cross-reference the Auth Amount with your Invoice Report to ensure the rates applied during billing match the payer’s authorized amount.

• Unit Tracking: Use the Auth Units column in conjunction with the Prior Auth Utilization Report to ensure you are not providing more services than have been approved.