Insurance authorizations are tied to service enrollments and track whether a client has approval to receive services, for how many hours, and until when.
What an authorization record includes
- Authorization number
- Start and end dates
- Status: pending, approved, denied, or expired
- Authorized hours broken down by CPT code (97151, 97152, 97153, 97155, 97156, 97154)
Why authorizations matter to the pipeline
The Authorization Approved gate checks that a client has a current, approved authorization before they can advance to certain stages (typically assessment or active). If authorization is pending or expired, the gate blocks the transition.
Expiration tracking
KeepSight monitors authorization end dates and alerts you when one is expiring. Your admin configures the warning window — for example, alerts at 60, 30, and 14 days before expiration. These show up as notifications and on the dashboard’s “Authorizations Expiring” card.
Things to know
- A client can have multiple authorizations over time. The system checks the most recent active one.
- The weekly 97153 hours from authorizations feed into the caseload health calculation for BCBAs. See Caseload Health.
- Authorization status changes are recorded in the client’s activity timeline.