Status lists are a convenient way to view all of the patient policies and authorizations, and employee certifications and credentials. Please note, the following permissions control who has access to the status list pages:
- Page: Certification Status List
- Page: Credential Status List
- Page: Manage Authorizations
- Page: Policy Status List
To access the status lists:
- Navigate to the Admin module and select Status under the “People” section.
- Click on a status option, authorizations, certifications, credentials, and policies, to display the corresponding list.
- The "Policies" list shows all policies in the system.
- In the Policies list, select the Filter... field on the upper right-hand side and type in text to filter by, or select the checkbox next to Expiring in 1-5 Days, Expiring in 6-15 Days, Expiring in 15-25 Days.
- Select one or more of the options to find policies that will soon expire.
- Click Export in the upper left-hand side to download the list in Excel format.
- Select a patient’s name to be directed to the “Policies/Auths” tab in that patient’s record.
4. The “Authorizations” page lists all the authorizations in the system
- In the top section of the page are options to filter. Filter the list by:
- Authorization Number (A partial authorization number can be entered to search)
- Start and end date ranges
- Billing Source
- Contract
- Active/expired status
- There is also a “Filter...” field on the right-hand side. Type in text to filter by, or select the checkbox next to Expiring in 1-5 Days, Expiring in 6-15 Days, Expiring in 15-25 Days.
- Click +New to create a new authorization.
- Click the ellipsis (...) to access other actions, such as activate, inactivate, or delete an authorization, or to export the list to an Excel spreadsheet.
- Select an authorization description, under the “Description” column, to be directed to the “Policies/Auths” tab in the patient’s record.
5. The “Credentials” page lists the credentials of all employees in the system.
- Click the Filter… field in upper right-hand side and type in text to filter by, or select the checkbox next to Expiring in 1-5 Days, Expiring in 6-15 Days, Expiring in 15-25 Days.
- Select an employee’s name to be directed to their record.
- To export this information into Excel, navigate to the Charts & Reports module and select the Employee Credentials Report.
6. The “Certifications” page lists the certifications of all employees in the system.
- Click the Filter... field in the upper right-hand side and type in text to filter by, or select the checkbox next to Expiring in 1-5 Days, Expiring in 6-15 Days, Expiring in 15-25 Days.
- Select an employee’s name to be directed to their record.
- To export this information into Excel, navigate to the Charts & Reports module and select the Employee Certification Report.
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