Payer Pre-Auth showing on Reports

Before providing services to patients, the insurance company will often require prior authorization. Once authorization is given, it is important to document that number so it shows on the subsequent billing and reporting. You can find information on how to add a prior authorization number to a patient's account here.

DrChrono has added the field to two reports to assist in managing your billing workflow.

Advanced Report

  • Navigate to Reports > Advanced Report

Screenshot 2024-05-03 at 11.55.00 AM.png

  • Select Appointment Filters under the Appointments tab

Screenshot 2024-05-03 at 11.56.29 AM.png

  • The option appears in the 3rd column on the right, 2nd row.

Screenshot 2024-05-03 at 11.43.17 AM.png

Live Claims Feed

  • Navigate to Billing > Live Claims Feed
  • Select Custom Export

Screenshot 2024-05-06 at 8.09.15 AM.png

  • Under the Custom Export tab, you will be shown the different options that can be pulled into a report, customized for your practice. The option for Payer Pre Authorization Number can be found in the right column under Appointments.

Screenshot 2024-05-03 at 11.37.54 AM.png