Book demo
Book demo
Therapy authorization tracking with visit-count alerts. Visit-count tracking with expiration alerts. Auto-flag patients approaching authorization limits. Renewal request workflows per payer.
VIDEO EMBED · REPLACE WITH <iframe>
Authorizations are tracked as structured records with requested-vs-authorized fields, visit burn-down, document requirements, renewal pre-populated with current period, and historical auth chains that stay with the patient indefinitely.
Each auth record captures payer, auth period, visits requested, visits authorized, units requested, units authorized, result (Approved / Partial / Denied / Pending), submission date, auth ID, and notes. A document upload is required, records without an attachment flag 'No doc' automatically. Historical auths display indented below the current record with a left teal border, so the full authorization history of a patient is always one view.
Requested and authorized are separate fields because payers approve fewer visits than you request. Tracking both lets the Authorization Analytics view surface which payers consistently reduce visit counts, data you can take into your next contract negotiation. Renew pre-populates the current period to prevent date overlap. Auth-expiring rows surface on the Overview tab with 30-day, 14-day, and expired bands, and on the Needs Action tab with Renew, Stop/hold, and Note actions inline.
Product screens, workflow diagrams, and example outputs. Replace each slot with a real screenshot or illustration.
The technical architecture, API integration points, and data model that make this feature work the way it does.
Visits requested vs. visits authorized stored independently. Units requested vs. units authorized stored independently. Surfaces in analytics as approval_rate = authorized / requested, partial_rate, denial_rate, aggregated per payer_id and per therapist_id.
Required-document constraint prevents ghost auth records. The flag fires inline in the list view until the document is uploaded. Audit bundles pull from this attachment, so the record and the document stay together.
Same auth record, multiple periods. Current displayed primary; prior periods indented with a left teal border. Renew modal pre-populates from the current record to prevent date overlap.
When auth_visibility_enabled = true on the org, therapists see a read-only My Auths tab on their Therapy Record: payer, auth ID, period, visits authorized / used / remaining, and status chip (Active / Expiring / Expired). No billing amounts, no ERA data, no payer rates.
Claims cross-check the authorization before submission. If a claim would exceed visits-authorized, the flag fires on the row before it leaves MyTherapyWizard.
Expiring auths surface 30 days out. Renew pre-fills the period. Historical chain stays attached to the patient so continuity is obvious.
Requested vs. authorized, tracked over time, gives you the data to negotiate, and to know which payers are systematically reducing approved visits.
Book a 30-minute walkthrough with our clinical team. We will show the exact workflow for your discipline and caseload.