Auth & Sessions Log

$1.00

Track every authorization, session and renewal, so you never lose a visit.

What’s inside

  • 5 pages: a cover, a how-to page and three logs
  • Caseload Authorization Overview: client, payer, auth number, expiry, authorized, used, left and re-auth-by, your whole caseload on one page
  • Authorization Detail & Visit Log: one client per page with the auth dates and a dated visit list
  • Sessions Remaining Tracker: cross off one bubble each visit; the shaded zone means it is time to renew
  • Type-on (fillable) and print-and-write versions both included

Skills it builds

  • — (hidden for grown-up guides)

How to use

Start with the overview and highlight anything expiring or running low. Give each client a detail page and log visits as they happen. Print the bubble tracker for the clients whose sessions you count closely. Review the overview every Friday.

You’ll need

A PDF reader to type (fillable version) or a printer (print version).

From a pediatric OT

Made by Ms. Aviv, a licensed pediatric occupational therapist, and used with real kids before it reaches you. Print-ready PDF on US Letter (prints on A4 with “fit to page”).

Track every authorization, session and renewal, so you never lose a visit.

What’s inside

  • 5 pages: a cover, a how-to page and three logs
  • Caseload Authorization Overview: client, payer, auth number, expiry, authorized, used, left and re-auth-by, your whole caseload on one page
  • Authorization Detail & Visit Log: one client per page with the auth dates and a dated visit list
  • Sessions Remaining Tracker: cross off one bubble each visit; the shaded zone means it is time to renew
  • Type-on (fillable) and print-and-write versions both included

Skills it builds

  • — (hidden for grown-up guides)

How to use

Start with the overview and highlight anything expiring or running low. Give each client a detail page and log visits as they happen. Print the bubble tracker for the clients whose sessions you count closely. Review the overview every Friday.

You’ll need

A PDF reader to type (fillable version) or a printer (print version).

From a pediatric OT

Made by Ms. Aviv, a licensed pediatric occupational therapist, and used with real kids before it reaches you. Print-ready PDF on US Letter (prints on A4 with “fit to page”).