This report lists all certifications in Stride that are approaching their end date. A certification will populate in this report once it is within 14 days of its End Date and will remain in this report indefinitely until the certification period is updated with a new POC.
This report includes the following columns, all of which can be filtered:
Patient: the patient associated with the certification
Case: the case associated with the certification
Locations: the clinic location(s) associated with the certification
Insurance: the insurance associated with the certification
Hierarchy: if this insurance is the patient’s primary, secondary, etc. payer
Start: the start (effective) date of the certification
End: the end (expiration) date of the certification
Days remaining: how many days remain until the end date
Visits used: how many visits have been seen within the certification period (notes must be signed)
Visits remaining: the total number of visits allowed minus the visits used
Total Visits Allowed: the total number of visits allowed by that authorization
Units used: the number of units the authorization has been applied to
Units remaining: the total number of units allowed minus the units used
Total Units Allowed: the total number of units allowed by that authorization
This report can be exported as a CSV file by clicking on the ‘download’ icon in the top right corner.