Pre-authorization Approved

revised 7.23.2021

Welcome, the below is a report for pre-authorizations that have been received and entered into Opendental but the patient does not have appointment with those procedure codes attached.

Note: I have enhanced this query to automatically send SMS/Email message to patients. If you want to share any feedback/modifications to this query, please reach me amar@hrdsq.com

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Step1:Copy the below query and paste into your Report query. Save as favorite Report template.
/* Lists only active patients between the data range specified. PX Pre-Authorized Tx .Based on ClaimType = PreAuth and Status(R) and InsPayEst > 0*/


                            SET @StartDate = '2020-07-022';

                            SET @EndDate = '2021-07-22';

                            SET @ExclusionCodes = 'D2950,D2950'; -- Exclusion List: Comma delimited list of procedure code
                            SELECT distinct pc.AbbrDesc ,pc.ProcCode, cp.DateSent, cp.DateReceived,

                            case when c.CarrierName = 'DENTI-CAL' then cp.DateReceived + INTERVAL 6 MONTH else

                            cp.DateReceived + INTERVAL 24 MONTH end as PreAuthExpiryDate,

                            cp.InsPayEst, p.PatNum, DateTP,CONCAT(p.Lname, ',' , p.Fname)AS fullName, p.HmPhone, p.WirelessPhone, p.Email, c.CarrierName

                            ,UPPER(p.Fname) as FName,

                            p.Lname as LName

                            FROM procedurelog pl join patient p on pl.PatNum = p.PatNum

                            join procedurecode pc on pc.codeNum = pl.codeNum

                            LEFT JOIN patplan pp ON p.PatNum = pp.PatNum

                            LEFT JOIN inssub ins ON pp.InsSubNum = ins.InsSubNum

                            LEFT JOIN insplan ip ON ins.PlanNum = ip.PlanNum

                            LEFT JOIN carrier c ON ip.CarrierNum = c.CarrierNum

                            LEFT JOIN appointment a on a.PatNum = p.PatNum and a.AptDateTime >= pl.DateTP

                            INNER JOIN (SELECT

                            c.ClaimNum, c.PatNum, c.InsPayEst, c.DateSent, c.DateReceived, cp.ProcNum

                            FROM claimProc cp inner join claim c on c.PatNum = cp.PatNum and c.claimNum = cp.ClaimNum

                            WHERE

                            c.ClaimType = 'PreAuth'

                            AND c.ClaimStatus = 'R'

                            AND c.InsPayEst > 0
                            ) cp on pl.ProcNum = cp.ProcNum and pl.PatNum= cp.PatNum

                            where

                            pl.ProcStatus not in (2, 6)

                            and cp.DateReceived between @StartDate and @EndDate

                            and pl.AptNum = 0 and p.PatStatus=0

                            and NOT (IF((LENGTH(@ExclusionCodes) = 0),TRUE,FIND_IN_SET(pc.ProcCode,@ExclusionCodes)));

Step2a: Modify the query dates you would like to run it for.

Step 2b. If there are any Code you would like to exclude from this report, put them in the @ExclusionCodes variables. REMEMBER THIS WILL EXLUDE THOSE CODES FROM THE REPORT.

Step3: Send Message to patients using HRDSQ.

I am using HRDSQ plugin to send emails/sms messages to patients, right inside OD. HRDSQ gives the power and control to manage all our Outbound campaigns/messaging to patients right from OpenDental. All the communication is stored in comm log, so I have complete trail of the patient and office communication in one place without, without the need to login to other browsers, or portal but everything in one place right inside Open Dental. I run HRDSQ scheduler to send emails to patients who received approvals, on a daily basis.

Click PX button in your OD.
Select Reports from favorites.
Select Sending Type: SMS/Email.
Select All or Some Rows.
Click Send to SMS/Email.

Other Reports: HRDSQ got cool out of the box RECALL and TX over due reports, where you can message all your patients in just couple clicks – happy to share more info, if needed.

If you have any reporting need or need help, feel free to contact .

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About HRDSQ: Our advance technology integration within Open Dental allows our clients to carry out their day-to-day activities in a hassle-free and paperless manner, with Smart Caller ID, Real-Time Insurance Verification, custom online forms, 2-way text, and much much more. Engaged your patients like never before and be the #1 Patient Choice.

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Click Request Demo button on HRDSQ page, incase you would like to see one.

Thank you.

About Author: Amar Veeramalla is experienced dental professional providing productivity hacks to dentists, dental professionals and staff on Patient Engagement, Case Acceptance & Patient Retention using modern and cutting edge technologies like AI, ML, Advanced SQL languages and other tools. You can reach at amar@hrdsq.com or on LK: https://www.linkedin.com/in/amarveeramalla/

revised 7.23.2021

Patients with Pre-authorization approved but don’t have appointments with those procedures

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