The Insurance Authorization Tracker enables you to keep track of critical insurance information related to a particular client's insurance coverage. This can be useful in understanding how many visits are approved for reimbursement, and how many have been utilized during a specific time period, to help manage and predict the likelihood of insurance coverage for a particular client.
For additional automation of workflow, the Insurance Authorization Tracker is connected to Reporting. Utilize this powerful report to keep track of clients who have exhausted their insurance benefits, and moreover, identify those who still have covered benefits for the year.
Accessing the Insurance Authorization Report
From your Ruh Care Dashboard, navigate to Reports
There are two reports pertaining to Insurance Authorization:
Your Clients' Insurance Authorization. Generating this report will provide relevant insurance authorization details for only clients associated with the provider who is logged into Ruh Care.
Organization Clients' Insurance Authorization. Generating this report will provide relevant insurance authorization details for all clients across Ruh. This report will only display to few individuals within the organization.
To generate the report, click the link and select the date range you'd like to populate date for. You'll see a notification banner appear that your report is being generated. Depending on how much data is included, your report may take up to 30 minutes to complete, although it typically is available within a few minutes. You can find your report in the Documents tab > Generated Reports.
All reports download in a .CSV file. To view them in Excel or Google Sheets (ie. if you have an Apple computer), open the file and copy/paste the data into Excel.
Columns Included
The data included in this report is dependent on what information you have collected and documented within Ruh Care. Data fields include:
Client Unique ID
Client preferred name
Client legal name
Client middle name
Client last name
Current status
Client group
Client's provider
Client date of birth
Client gender
Client phone number
Date of first appointment
Date of last appointment
Billing type
Insurance policy
Insurance 1 Member ID
Insurance 1 Group ID
Copay
Referring Physician
Authorization Number
Number of Visits Authorized
Number of Visits Used
Effective Start Date
Effective End Date
Quick Tips
Use the Insurance Authorization Tracker to monitor critical insurance information for clients.
Allow up to 30 minutes for report generation, typically available sooner.