Request and approval details
Record the payer, discipline, services, date requested, authorization number, approved visits, and effective dates.
Resource library
Free authorization tracker
Prior Authorization Tracker for Therapy Clinics
Keep active therapy authorizations in one clear, filterable workbook with automatic remaining-visit and expiration calculations.
Excel tracker
Why this resource
One working record for active therapy authorizations.
Authorization risk continues after an approval number arrives. Clinics still need to track effective dates, visits approved and used, approaching limits, follow-up dates, and the next action.
The Excel tracker keeps those fields in a single row per authorization, adds dropdowns for discipline, status, and submission method, and calculates visits remaining and days to expiration without showing misleading values on empty rows.
Utilization and expiration signals
Calculate visits remaining and days to expiration while treatment is underway, with visual warnings as limits approach.
Status and next action
Use status and submission-method dropdowns with next-action, follow-up-date, and notes fields to keep work visible.
How to use it
Put the resource into a repeatable clinic workflow.
- 01
Use one row per authorization
Identify the patient by an internal chart or account reference, then record the payer, discipline, services, and request date.
- 02
Update the row through treatment
Keep approval dates, visits used, status, and follow-up date current instead of treating approval as the finish line.
- 03
Act before the limit
Use the remaining-visit and expiration calculations to set the next action before approved care runs out.
Who it helps
Built for the people responsible for the answer before arrival.
- Authorization specialists managing active plans of care
- Multi-location therapy groups coordinating renewals
- Revenue-cycle teams investigating authorization denials