Page 99 - R2P Front Desk Manual v1

3. Edit the patient’s Case to update the authorization details (number of visits approved
and date range) in the Additional Info box. Confirm that Authorization Req: is set to
Yes.

4. Save Patient.

Tracking Authorizations
To track authorizations, the daytime Clinic Coordinator should review the Ending
Authorizations and Expired Authorizations reports from the WebPT dashboard on a daily
basis.

These reports outline the Patient Name, Auth #, Begin date, End date, the date of the patient’s
Next Appt (if scheduled), Current # of visits used, and the Total Visits used in the case.

The Coordinator must open and review each patients’ chart that appears in the reports for the
following reasons:
1. To ensure the clinic does not use more visits than approved.
2. To update the End date if an estimation was initially entered.
3. To schedule a re-evaluation for the patient if their authorization is going to expire and
additional authorization will be requested.

Last Update: 7/10/19