> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Utilization Report

> View utilization rates and expiration timelines for active managed care authorizations across the organization.

The Authorization Utilization Report provides a tabular overview of active authorization utilization rates and expiration urgency for the current organization. Route: `/pm/managed-care-auth/utilization`.

## Overview

`AuthUtilizationReportPage` loads utilization data via `useAuthUtilization` scoped to the current user's `organization_id`. The report table shows: auth number, service type, payer name (from `pm_payers`), expiration date, urgency badge (`AuthUrgencyBadge` based on `days_remaining`), and a utilization bar (`AuthUnitUtilizationBar` showing `used_units` / `authorized_units`). Empty and error states are handled. The page is accessible from the managed care authorization section.

Note: Because route `/pm/managed-care-auth/utilization` is defined after `/pm/managed-care-auth/:id` in pm.tsx, routing priority should be confirmed with the engineering team.

## Who it's for

Requires permission `pm.managed_care_auth.view` (`PM_PERMISSIONS.MANAGED_CARE_AUTH_VIEW`).

## Before you start

* Active managed care authorizations must exist at `/pm/managed-care-auth`.

## Steps

<Steps>
  <Step title="Open the utilization report">
    Navigate to **Practice Management → Managed Care Auth → Utilization**, or go to `/pm/managed-care-auth/utilization`.
  </Step>

  <Step title="Review the utilization table">
    Each row shows an authorization's number, service type, payer, expiration date, urgency indicator, and unit utilization progress bar.
  </Step>

  <Step title="Identify urgent authorizations">
    Use the urgency badge column to identify authorizations nearing expiration and take action at `/pm/managed-care-auth/:id`.
  </Step>
</Steps>

## Key concepts

* **Urgency badge** — `AuthUrgencyBadge` color-codes authorizations by `days_remaining`.
* **Utilization bar** — `AuthUnitUtilizationBar` shows the ratio of `used_units` to `authorized_units` visually.

## Related

<Columns cols={2}>
  <Card title="Practice Management" icon="briefcase" href="/pm/overview">
    Practice Management core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/pm.tsx
  * src/cores/pm/pages/AuthUtilizationReportPage.tsx
  * src/cores/pm/hooks/useAuthUtilization47.ts
  * src/cores/pm/components/auth-tracking/AuthUrgencyBadge.tsx
  * src/cores/pm/components/auth-tracking/AuthUnitUtilizationBar.tsx
</Accordion>