Patient Insurance Authorization Report: Summary Tab

If your office utilizes the authorization feature within DrChrono, you may want to run a report based on authorizations.  DrChrono has a built-in report that makes this task a breeze!

Here is how you can run the report:

1. Navigate to Reports > Patient Insurance Authorization.  You will be given several options to customize your report. Including:
   1. Start and End Date
   2. Filter by Appt Date
   3. Patient Name
   4. Chart ID
   5. Authorization ID
   6. Provider Name
   7. Procedure Code
   8. Status: Active, Expired, or Both
      
      
2. After the parameters are set, the information will populate.  The Data Freshness date and time will display on the right side of the screen.
   
   
   
3. Hovering over the right side of the screen will expose additional options.  The diagonal arrows will maximize the report on the screen.  The up and down arrows will sort the report.  The three vertical dots will allow the report to be exported to a CSV or MS Excel file.  The report will be available on your device.