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This tip sheet is designed to assist in managing the Care Coordinator’s client caseload by providing key information pertaining to client authorized services.

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Presentation on theme: "This tip sheet is designed to assist in managing the Care Coordinator’s client caseload by providing key information pertaining to client authorized services."— Presentation transcript:

1 This tip sheet is designed to assist in managing the Care Coordinator’s client caseload by providing key information pertaining to client authorized services. Total Pages: 3 MDRN Voucher Summary Report Searching for Authorizations Generating an electronic Voucher Summary Report IGSR Technical Support: 301.405.4870 October 2014 www.igsrsupport.umd.edu SMART Tip Sheets Maryland RecoveryNet (MDRN) Voucher Summary Report INSTITUTE FOR GOVERNMENTAL SERVICE & RESEARCH

2 MDRN Voucher Summary Report Searching for Authorizations 1. From the Home Page, click Agency. 2. Click Billing. 3. Click Authorization List. Note: The screen is divided into two sections, the first is the Authorization Search (contains the search engine), and the second is the Authorization List. 4. Go to the Authorization Search section of the screen and enter your client’s name. 5. Click Go. The Authorization List section of the screen will only reveal authorizations specific to the client entered in the search criteria. Note: There are a variety of ways to retrieve a list of clients with authorized services, i.e., First Name, and/or Last Name, and/or Client ID, etc. 6. To view all authorizations, leave the fields blank, except for the Administrative Agency field, and click Go. 7. Click the Print Report icon located at the top of the screen. Note: You can also hold the Ctrl key and click the Print Report icon to generate the report. 2 Enter your search criteria in this section. Click Go to start the search query. Searching by One Client Searching by all Clients Leave the fields blank. Click Go to start the search query. Click to generate the report.

3 MDRN Voucher Summary Report Generating the Voucher Summary Report The ATR Voucher Summary Report will provide the Care Coordinator a synopsis of all services rendered for the client at various points in the continuum of services. You will have the capability to see the services rendered at the Case Management and NTP agencies. This report can assist not only in monitoring service units and dollars, but reviewing the status of each service. Note: This report does not reflect any Encounters done during and after the report was generated. Please take this into account when tracking units and dollars associated with the authorized services. 1. Click on the printer icon, located at the top of the screen, to print a hardcopy of the report. 3 Click to print


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