To find recoverable margin, you compare three things: the authorizations that set what you could bill, the visits that record what you delivered, and the claims that show what you submitted and were paid. Where those three fail to line up is where the money leaks, care delivered but never billed, authorizations that lapsed, claims that paid short.
AlayaCare gives you the first two directly, and one of its reports, Authorization Utilization, is particularly useful because it already frames authorized units against used units. This guide walks through pulling the exports for a single closed billing period, which is the right scope for a first review: recent enough to still be inside timely-filing windows, settled enough that the numbers are stable.
The exports, and where they live
1. Authorizations (Utilization)
- In AlayaCare, go to Reports → Funding → Authorization Utilization.
- Set the date range to a closed billing period.
- Export as CSV.
This report is a strong starting point because it already compares authorized units against used units, which is exactly the ceiling-versus-delivered comparison a margin review runs. It surfaces both under-utilization (authorized care not delivered) and the setup for finding delivered care that was never billed.
2. Visits
- Go to Reports → Scheduling → Visit Report for the same dates.
- Export as CSV.
This is the record of what was actually delivered, at the visit level. Comparing it against the authorization data is what surfaces authorized visits that were delivered but never billed, and visits delivered against an expiring authorization.
3. Claims (if available)
If you can also export a claims or billing report for the same period, include it, so the review can also catch underpayments where a claim paid below the contracted rate. It is not required; the review can infer missing claims from the gap between authorized-and-delivered and billed.
If yours combines the reports
AlayaCare configurations vary, and some put authorization and visit data into a single combined report. If yours does, you do not need to export the two separately, upload that one file and a review will pull authorizations and visits from it. As always, the columns matter more than the report name: what a reconciliation needs is authorized units and delivered visits for a date range.
What to do with the exports
The work is a line-level match: authorized units to delivered visits to claims, flagging every place they disagree. An authorized, delivered visit with no matching claim is an unbilled visit. A visit delivered after an authorization expired is a lapsed-auth exposure. A claim that paid below the contracted rate is a silent underpayment. For a small book a spreadsheet works; as volume grows, a read-only tool that runs the reconciliation and ranks recoverable dollars by filing deadline is faster.
De-identify client names before any analysis, or work screen-to-screen so the file never leaves your building. For what the reconciliation finds, see what a margin teardown finds and home-care visit reconciliation. For the deadline that decides what is still recoverable, see timely filing limits by payer, and for the full process, home care revenue recovery.
Reeve reads your AlayaCare authorization and visit exports read-only, reconciles them against claims, and returns the recoverable margin ranked by dollars and filing deadline. Free teardown, no commitment.
Questions about exporting from AlayaCare
What reports do I export from AlayaCare?
The Authorization Utilization report (Reports → Funding) for authorized versus used units, and the Visit Report (Reports → Scheduling) for delivered visits, both for the same closed period, exported as CSV. Add any claims or billing export for underpayment detection.
Does AlayaCare combine the reports?
Sometimes. Some AlayaCare configurations put authorization and visit data in a single combined report. If yours does, you can upload that one file and a review will pull what it needs from it, rather than exporting the two separately.
What file format should I use?
CSV is best. The export should have one row per authorization line and one per delivered visit, with dates, service codes, and units, so the two can be reconciled against each other and against claims.
Is my data safe when I export it?
The export is a standard report you control. For a read-only review, de-identify client names before analysis, or work screen-to-screen so the file never leaves your building. A read-only review writes nothing back to AlayaCare.