Saved filters, as used in Billing, Files, etc., work just the same on the Authorization report under $ > Authorizations.

For example, if you find yourself always checking a particular manager’s caseload, and want to further audit for any authorization whose utilization is below 70%, first use labels and filters to narrow down to this criteria..

Then click on Save this view as a filter to start setting up your filter. This will prevent you from having to stack up the same label/filter set each time you visit this page. Select the option to allow others in your organization to subscribe to this filter so that they can use the same filter set from their own account as well.

When saved, you will see this filter on the left hand side under the Filters > Saved Filters section. Click on it to bring up the same search criteria.

Last Updated: 6/14/17