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Where to View Authorization Details?

Explains how to access and navigate the authorization details panel and ledger to track totals, view linked claims, and verify usage calculations.

The authorization details panel shows an authorization's totals and every claim linked to it.

Open the panel

  1. Open the patient chart and go to the Authorizations tab.
  2. Click an authorization to open its details panel.

What you'll see

  • Totals: Approved, External usage, Used, and Remaining, for each allowance.
  • Ledger: every claim linked to the authorization, with its status and contribution. Claims in Draft, Hold, Voided, or Archived appear but don't add to Used.
  • Notes: any notes saved on the authorization.

If a total looks wrong, check the linked claims in the ledger for their status, CPT codes, and units. Totals update as soon as a claim changes.