Free template
The ABA authorization tracker our coordinators use.
An Excel template that does the unit math, flags renewals at 60, 30 and 14 days, and warns you before a client runs past approved units.
What’s inside
- Authorization log with units approved, used and remaining, calculated for you
- Automatic highlights when an authorization ends within 30 days or usage passes 85%
- Re-authorization status dropdowns and reference-number columns
- A weekly review checklist and instructions tab
- Built for client IDs, not names, to keep PHI exposure minimal
Informational template. Store any completed tracker only in an approved, access-controlled system.