Authorization tracker

How to use it

1. 1Add a row per authorization. Use the authorization number and a client code, never the patient's name.
2. 2Enter approved units and update "Units used" weekly. Units left, % used and days left fill in on their own.
3. 3Amber means 80% of units used or 30 days left. Red means 95% used or 14 days left.
4. 4Put the renewal request date in as soon as you know the payer's window.
5. 5The "Texas Medicaid timing" tab lists the TMPPM timing rules with links.

What's inside

• Tab · How to use

  Plain-English instructions and the date the template was checked.

• Tab · Authorizations

  One row per authorization, with formulas and colour flags.

  • Auth number
  • Client code
  • Payer
  • Service/CPT
  • Provider
  • Start date
  • End date
  • Approved units
  • Units used
  • Units left
  • % used
  • Days left
  • Renewal request date
  • Owner
  • Status

• Tab · Texas Medicaid timing

  Initial, extension and recertification periods and request windows, the 3-business-day rule, the 8-hour daily cap and 15-minute units, each with its source.