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Prior Authorizations Reporting
Prior Authorizations Reporting

How to export and report on prior authorizations?

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Written by Rachel
Updated over a month ago

Overview

The Insurance Prior Authorization Report in NikoHealth is a valuable tool for administrative teams, and billing departments. It allows users to easily access, track, and manage prior authorization data. Below are several reasons why a user might want to use this report to export the data:

1. Streamline Administrative Workflow

  • Efficient Tracking: The report helps users keep track of all prior authorizations in one place. This can simplify the process of monitoring the status of authorizations and ensure timely follow-ups.

  • Centralized Data: Instead of manually checking multiple systems or patient records, users can export a centralized list of prior authorizations, making it easier to manage approvals, denials, and pending authorizations.

2. Ensure Compliance and Timeliness

  • Monitor Expiration Dates: By exporting data with filters for expiration dates, users can quickly identify any authorizations that are about to expire. This helps ensure that renewals or re-authorizations are submitted in time, avoiding delays in patient care and claims processes.

  • Track Approval Status: Filtering by status (e.g., expired, pending) helps users easily track which authorizations are still in progress and which have been completed or expired, helping to stay compliant with payer requirements.

5. Reporting and Auditing

  • Data-Driven Reports: Administrators and managers can generate detailed reports for internal use or for external stakeholders.


To export insurance prior authorizations from NikoHealth, follow these steps:

1. Access the Reporting Tab

  • Navigate to the Reporting tab.

  • Ensure that you have the necessary permissions to access this report. If you don’t have permission, contact your system administrator.

2. Select the Prior Authorizations Report

  • In the Reporting tab, locate and select the Prior Authorizations Report. This is where you can view and manage prior authorization data.

3. Customize the Report

  • To tailor the report to your needs, use the following options:

    • Show/Hide Fields: Click the dropdown to add or remove columns. This allows you to customize which data fields appear in your report, such as patient information, authorization status, payer details, etc.

    • Show/Hide Filters: Use this dropdown to apply filters to refine the data displayed in your report. Common filters include:

      • Status (e.g., Pending, Expired)

      • Expiration Date (filter by dates)

      • Payer (to filter by insurance provider)

4. Apply Filters

  • Once you have selected the relevant filters, apply them to the report to narrow down the information you need.

5. Export the Report

  • After the report is customized and filtered according to your needs, look for the Export option (in the form of an Export button).

6. Review and Share the Data

  • Once you've exported the Prior Authorization Report from NikoHealth, the data will be downloaded as a .csv file, which is a standard file format compatible with spreadsheet applications like Microsoft Excel, Google Sheets, or other similar programs.

By following these steps, you can efficiently export prior authorization data from NikoHealth to support your reporting and analysis needs.

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