Authorization & Visit Tracking
Never Book a Visit Past What’s Actually Authorized
Authorized visits live on the patient record and decrement automatically as charges are entered — not when someone remembers to click. Front desk gets a hard warning before booking past the limit.
HIPAA · ONC · PCI certified
Used by 1,200+ clinics since 1991.
Core Capabilities
Driven by Charge Entry, Not a Click
Every visit, alert, and threshold below runs off the same source: charges as they're entered, not a person remembering to update a count. That's what keeps the number on the schedule the same as the number the payer has.
Visits count down as charges post, so the number is always right.
Remaining visits shown where appointments get booked.
Warnings before units run out, not after a denial.
Cumulative spend tracked against the threshold automatically.
Initiate and track requests with payers, per payer’s own rules.
Deep Dive
It's Not a Software Problem. It's a Click Problem
FAQs
Everything you need to know about authorization tracking.
The count is driven by charge entry, not manual clicks, so it stays accurate regardless.