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Secondary Pre-authorization Not Created Report

The Secondary Pre-authorization Not Created Report is a list of primary pre-authorization estimates for patients with secondary pre-authorization estimates that have not yet been created. The report includes the primary pre-authorization date, patient name, secondary insurance company, claim account, and date the primary pre-authorization expires. Also, the report is sorted by the expiration date and indicates the total of the claims accounts.

To generate the report

1.   In the Report menu in the Office Manager, point to Ledger, and then click Secondary Preauthorization Not Created.

The Secondary Preauthorization Not Created Report dialog box appears.

2.   Select one of the following:

·        Dental – Include a list of secondary insurance claims not created for dental insurance.

·        Medical – Include a list of secondary insurance claims not created for medical insurance.

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

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 primary providers (Prov1 in the Family File) 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 primary 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.

·        Select Prim Claim Date - Type the creation date range of primary insurance claims that you want to include on the report in the From and To fields.

·        Include Primary Est. Not Received - Select to include all primary pre-authorization estimates that have secondary insurance, whether or not an authorization has been entered.

5.   Click OK to send the report to the Batch Processor.