Revenue cycle
Units remaining, on the booking screen.
Dollars authorized, dollars used, visits remaining, and expiration date — live while the appointment is being scheduled. Not discovered six weeks later on a denial.
Covers case rates too. Per-diem and episode authorizations tracked the same way.
Live on the booking screen
Three authorizations, three different problems, all visible now.
Every active authorization draws down as sessions are scheduled and delivered. The person booking the appointment sees the same numbers the utilization reviewer sees.
Healthy
Nguyen, T. · IOPAuth #A-88104 · Cigna
Renewal due
Alvarez, R. · IOPAuth #A-88213 · Aetna
Blocked
Duarte, K. · ResidentialAuth #A-87990 · BCBS
To request4
Submitted6
Approved11
Expiring3
The economics
Care delivered outside an authorization is rarely recoverable.
An appeal can sometimes win back a denied claim. Sessions delivered after an authorization expired usually cannot be won back at all — the payer's position is that the service was never approved. That makes this the one place in the revenue cycle where prevention is the only strategy.
Who sees it
The person who can prevent the problem is the person booking the appointment.
Utilization review sees the whole queue. The front desk sees the one patient in front of them. Both need the same number, which is why it sits on the scheduling screen and not in a weekly report.
Questions
Common questions.
Where can staff see how many authorized visits remain?
On the booking screen. Dollars authorized, dollars used, visits remaining and the expiration date are live while the appointment is being scheduled — the person booking sees the same numbers the utilization reviewer sees, rather than discovering the problem six weeks later on a denial.
Does it track per-diem and case-rate authorizations too?
Yes. Per-diem and episode authorizations are tracked the same way as visit-based ones — days authorized versus days used, with continued-stay requests surfaced before the authorized days run out.
Why does authorization tracking sit at scheduling instead of billing?
Because care delivered after an authorization expires is rarely recoverable — the payer’s position is that the service was never approved, so prevention is the only strategy. The person who can prevent it is the one booking the appointment, which is why the number lives on the scheduling screen and not in a weekly report.
Works with
It runs on the same record as the rest of the platform.
Revenue cycle
Eligibility & benefits
Real-time eligibility on the chart, with behavioral health benefits broken out — deductible, copay, coinsurance, and whether the level of care you're admitting to is covered at all.
Read more →Revenue cycle
Denials work queue
Every denial and underpayment lands in a queue with the reason, the dollar amount, the deadline, and the person responsible.
Read more →Clinical
Treatment plans
Goals, objectives, and interventions live on the chart, not in a document someone re-types every review.
Read more →Get started
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