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The Managed Care Authorizations dashboard at /pm/managed-care-auth centralizes authorization tracking for managed care plans, showing lifecycle status, unit utilization, and expiration across all payer contracts.

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Overview

The page loads authorizations from pm_managed_care_authorizations via useManagedCareAuthorizations, joining patient names (pm_patients) and payer names (pm_payers). Results are sorted by expiration_date ascending by default and paginated at 50 per page. A search bar filters the visible list by authorization number, patient name, payer name, or service type without a server round-trip. Authorized and used units are tracked per record alongside effective and expiration dates. Users with pm.managed_care_auth.create see two action buttons: New Authorization (opens AuthorizationFormDialog) and Retro Auth (opens RetroAuthFormDialog for retroactive authorization submission). Detail records are accessible via /pm/managed-care-auth/:id. A utilization summary report is available at /pm/managed-care-auth/utilization.

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Who it’s for

Requires pm.managed_care_auth.view (PM_PERMISSIONS.MANAGED_CARE_AUTH_VIEW). Create and edit actions additionally require pm.managed_care_auth.create (checked via PermissionGate in the page header).

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Before you start

  • Your role must include pm.managed_care_auth.view.
  • At least one payer must be configured in pm_payers for the authorization form to function.
  • Patients must exist in pm_patients before an authorization can be linked to them.

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Steps

1

Open the Managed Care Authorizations dashboard

Navigate to /pm/managed-care-auth. The page loads all non-deleted authorizations for your organization, sorted by expiration date.
2

Filter and search

Use the Auth Dashboard Filters panel to filter by payer, service type, site, patient, or status. Type in the search box to match by auth number, patient name, payer name, or service type.
3

Review the authorization table

The AuthDashboardTable displays each authorization with linked patient, payer, auth number, service type, status, effective/expiration dates, and unit utilization.
4

Open an authorization detail

Click a row to navigate to /pm/managed-care-auth/:id for the full authorization record.
5

Create a new authorization (authorized users)

Click New Authorization to open the authorization form dialog. Complete the required fields and submit to create the record in pm_managed_care_authorizations.
6

Submit a retro authorization (authorized users)

Click Retro Auth to open the retroactive authorization form dialog for authorizations obtained after services were rendered.

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Key concepts

Managed care authorization — Payer approval required before rendering certain services. Tracked by auth_number, service_type, effective_date, expiration_date, authorized_units, and used_units. Unit utilization — The ratio of used_units to authorized_units. The dashboard table surfaces both values per authorization. Retro authorization — An authorization submitted after services have already been delivered, entered via the RetroAuthFormDialog.
When no authorizations are found for the active filters, an empty state is shown: “No Authorizations — No managed care authorizations found. Create one to get started.”
A card with a destructive text message (sanitized) replaces the table if the data query fails.

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Viewing a managed care authorization

The Authorization Detail screen displays a single authorization record with its unit utilization and tabbed sub-resources at route /pm/managed-care-auth/:id (permission: pm.managed_care_auth.view). The page loads an authorization via useAuthorizationDetail47, displaying the auth_number, auth_type, status, and an urgency badge derived from days remaining until expiration_date. Two summary cards show Authorization Details (patient name, payer, service type, effective/expiration dates, notes) and Unit Utilization (a progress bar comparing used_units to authorized_units). Three tabs — Reviews, Appeals, and Activity — allow users to record concurrent reviews, manage appeals, and view a combined activity timeline.
  1. From the Managed Care Authorizations dashboard (/pm/managed-care-auth), click a row to open its detail page.
  2. The Authorization Details card shows patient, payer, service type, effective and expiration dates, and notes. The Unit Utilization card shows used vs. authorized units with a visual bar.
  3. Select the Reviews tab to view existing concurrent reviews and add new review entries.
  4. Select the Appeals tab to view and submit authorization-level appeals.
  5. Select the Activity tab for a combined timeline of reviews and appeals.

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/ManagedCareAuthDashboardPage.tsx
  • src/cores/pm/hooks/useManagedCareAuthorizations.ts
  • src/platform/permissions/constants.ts
  • src/cores/pm/pages/AuthorizationDetailPage47.tsx
  • src/cores/pm/hooks/useAuthorizationDetail47.ts
  • src/cores/pm/hooks/useConcurrentReviews47.ts
  • src/cores/pm/hooks/useAuthAppeals47.ts