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Pre-authorization Aging Report

The Pre-authorization Aging Report shows pre-authorization estimates sent to the insurance carriers. You can specify the range of patients, providers, and carriers.

To generate the report

1.   In the Reports menu in the Office Manager, point to Ledger, and then click Preauthorization Aging Report.

The Preauthorization Aging Report dialog box appears.

2.   Type the Report Date that you want to print on the report. The default is the current date.

3.   Under Select Report Type, select one of the following:

·        Dental - To include a list of secondary pre-treatment estimates not created for dental insurance.

·        Medical - To include a list of secondary pre-treatment estimates not created for medical insurance.

4.   Do the following:

·        Select Patient - Select the range of patients that you want to include. Click the From and To search buttons to select the starting and ending patient, respectively, or leave <ALL> selected in both fields to include all patients.

·        Select Provider - Select the range of providers that you want to include. Click the From and To search buttons to select the starting and ending providers, respectively, or, leave <ALL> selected in both fields to include all providers.

·        Select Insurance Carrier - Select the range of carriers that you want to include. Click the From and To search buttons to select the starting and ending carriers, respectively, or leave <ALL> selected in both fields to include all insurance carriers.

5.   To include only pre-authorizations sent within a set number of days, select one of the following:

·        Over 0 - All pre-authorizations.

·        Over 30 - Pre-authorizations over 30 days old.

·        Over 60 - Pre-authorizations over 60 days old.

·        Over 90 - Pre-authorizations over 90 days old.

6.   Click OK to generate the report and send it to the Batch Processor.