Sandata Aggregator Authorization Reports

This report displays a listing of authorizations that will expire within 31 days of the selected date. This report allows users to review all expiring authorizations and quickly determine which authorizations require action to either end services or obtain an updated or new authorization for the client. It is best practice to run this report for the current date to identify authorizations that will be expiring.

Use the following fields to limit the report output:

Field	Description
Payer	the selected payer(s)
Program	the selected program(s)
Service	the selected service(s)
Client	client by name (last name, first name) or Sandata Client ID When a partial name is entered the report displays results that begin with the entered characters.
Client AR#	the client’s Account Receivable (AR) number

Report Grouping Tab

Field	Description
Account	the provider agency’s Sandata EVV account number

Each column of the report displays the following information:

Columns	Description
Client: Name	the client's name
Client: ID Type	the type of identifier displayed on the report for the client (M = Medicaid ID, P = Payer ID, C=Client ID, N=Newborn)
Client: Medicaid/Payer ID	the client’s identifier based on the ID Type specified
Payer	the authorization's payer
Program	the authorization's program
Service	the authorization's service
Auth ID	the authorization’s reference ID number provided by the payer
Service End Date	the end date for the authorization's service

Sample Report

This report displays a listing of authorizations that have expired as of the selected date. This report allows users to review all expired authorizations and using that data, determine whether or not replacement authorizations need to be obtained. Only authorizations that have not been replaced by a subsequent authorization for the save service are displayed on this report.

Use the following fields to limit the report output:

Field	Description
Payer	the selected payer(s)
Program	the selected program(s)
Service	the selected service(s)
Client	client by name (last name, first name) or Sandata Client ID When a partial name is entered the report displays results that begin with the entered characters.
Client AR#	the client’s Account Receivable (AR) number

Reports are grouped by the following fields. Each change in these fields results in a page break.

Field	Description
Account	the provider agency’s Sandata EVV account number

Each column of the report displays the following information:

Columns	Description
Client: Name	the client's name
Client: ID Type	the type of identifier displayed on the report for the client (M = Medicaid ID, P = Payer ID, C=Client ID, N=Newborn)
Client: Medicaid/Payer ID	the client’s identifier based on the ID Type specified
Payer	the authorization's payer
Program	the authorization's program
Service	the authorization's service
Auth ID	the authorization’s reference ID number. provided by the payer
Service End Date	the end date for the authorization's service

Sample Report

This report displays the number of authorized hours compared to the total number of verified hours recorded by the system. The report is grouped by client. This report allows identify to compare the number of hours being utilized for each client versus the number of hours that client has authorizations for.

Use the following fields to limit the report output:

Field	Description
Payer	the selected payer(s)
Program	the selected program(s)
Service	the selected service(s)
Client	the entered client
Client AR#	the entered client account receivables number

Reports are grouped by the following fields. Each change in these fields results in a page break.

Field	Description
Account	the provider agency

Each column of the report displays the following information:

Columns	Description
Name	the client's name
ID Type	the type of identifier displayed on the report for the client (M = Medicaid ID, P = Payer ID, C=Client ID, N=Newborn)
Medicaid/Payer ID	the client’s identifier based on the type specified
Payer	the authorization's payer
Program	the authorization's program
Service	the authorization's service
Start/End Date	the start and end dates of the authorization
Auth ID	the authorization’s reference ID number provided by the payer
Auth Type	the type of authorization (hourly, units, visit)
Limit Type	the type of limitation set for the authorization
Authorized Units	the number of authorized units
Used Units	the number of units that have been associated with verified units The number of units displayed is based on EVV data only and does not represent adjustments or actual billing information.
Available Units	the number of units remaining for the authorization (based on verified EVV visits)

Sample Report

This report displays a listing of all clients that do not have an authorization as of the selected date. Clients with one or more authorizations active as of the selected date do not appear on this report. This report is only available when Authorization functionality is enabled. Authorizations are generally received from a payer using an interface. This report allows users to review all clients that do not have a current authorization to identify where the appropriate actions to end services or obtain an authorization from the payer are required. While a client can have multiple authorizations, based on service, this report only displays clients without any authorizations as of the selected date.

This report has no parameters.

Reports are grouped by the following fields. Each change in these fields results in a page break.

Field	Description
Account	the provider agency’s Sandata EVV account number

Each column of the report displays the following information:

Columns	Description
Client Name	the client's name
ID Type	the type of identifier displayed on the report for the client (M = Medicaid ID, P = Payer ID, C=Client ID, N=Newborn)
Medicaid/Payer ID	the client’s identifier based on the ID Type specified
Authorization Expired	the date the client’s authorization expired This field is blank if the client has not had an authorization.

Sample Report

This report displays a list of all authorizations in the system as of the selected day. This report allows users to view all authorizations over the selected date range. This report displays any authorizations in effect on any day that falls within the selected date range. The report helps monitor overall authorization information.

Use the following fields to limit the report output:

Field	Description
Payer	the selected payer(s)
Program	the selected program(s)
Service	the selected service(s)
Client	the entered client
Client AR#	the entered client AR number

Reports are grouped by the following fields. Each change in these fields results in a page break.

Field	Description
Account	the provider agency

Each column of the report displays the following information:

Columns	Description
Name	the client's name
ID Type	the type of identifier displayed on the report for the client (M = Medicaid ID, P = Payer ID, C=Client ID, N=Newborn)
Medicaid/Payer ID	the client’s identifier based on the type specified
Payer	the client's payer
Program	the program(s) for the visit
Auth ID	the authorization’s reference ID number provided by the payer
Start/End Date	the start and end date for the authorizations Authorizations that are considered ‘open ended’ may display with an end date that is blank.
Service	the authorization's service
Unit Type	the type of unit (hourly, unit, visit)
Authorized Units	the number of authorized units
Limit	the type of limitation set for the authorization

Sample Report