Authorizations

Track payer approvals, coverage limits, and renewal dates

Authorizations

⚠️ Read-Only Documentation Notice
This page was generated through passive observation of publicly accessible UI elements. No data was injected, submitted, or modified during documentation creation.

Overview

Manage insurance authorizations, Medicaid waivers, and private pay approvals for member services.

Key Features

Functionality

• Verify coverage eligibility
• Track authorization expiration dates
• Upload supporting documentation
• Set renewal reminders

User Roles

• Admin: Full CRUD
• Billing: Read + Update
• Clinical: Read-only

Related Modules

Member Directory, Claims & Billing, Payer Management

Workflow

1. Access

   Navigate to Members → Member Directory → Select member → Authorizations tab

2. Primary Actions

   Search authorizations by payer/date; Upload new approval letters; Flag expiring items

3. Outputs

   Authorization status report; Expiration alert list; Payer compliance summary

UI Elements Observed

Element	Type	Purpose	Notes
Authorization Status Badge	Visual indicator	Show approval state	Green=Active, Yellow=Expiring Soon, Red=Expired
Payer Filter Dropdown	Selection control	Filter by insurance provider	Includes Aetna, BCBS, Cigna, Medicaid, Medicare

Compliance & Security

Authorization data is PHI-adjacent. Access logged per HIPAA. Export requires ‘Billing Export’ role permission.

Troubleshooting

| Authorization not visible | Verify member is assigned to your caseload; Check payer contract status in Licensing module |

Related Documentation

Related Docs

• Member Directory
• Payer Management (see the Licensing section)
• Claims Upload (see the Claims & Billing section)

---

Last updated: 2026-05-31 • Generated via read-only observation