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.
AxisCare gives you the first two exports directly, and the reconciliation infers most of the third. This guide walks through pulling them for a single completed 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
- In AxisCare, go to Reports → Authorization Report.
- Choose a completed billing period.
- Download as CSV.
This sets the ceiling: the units each client was authorized for, by service code, over the period. Because recoverable margin is always capped at what the payer authorized, this is the anchor everything else is measured against.
2. Visits (Service Detail)
- Go to Reports → Scheduling → Service Detail for the same period.
- Download as CSV.
This is the record of what was actually delivered. Comparing delivered services against authorized units is what surfaces authorized care that was delivered but never billed, and visits delivered right up against an expiring authorization.
3. Claims and remittances (if available)
If you can also export a claims or remittance report for the same period, include it. It is not strictly required, because the review can infer missing claims from the gap between authorized-and-delivered and billed. But it lets the review also catch underpayments, where a claim paid at less than the contracted rate and closed without any denial.
If your menus look different
AxisCare's report menus vary by version, so you may not see those exact labels. If not, look for anything labeled Authorization and anything labeled Visit or Service under any Reports section. The column contents matter more than the report name. As long as you can export authorized units and delivered visits to CSV for a date range, the reconciliation can run.
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 service with no matching claim is an unbilled visit. A service 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 you can do this in a spreadsheet; as volume grows, a read-only tool that runs the reconciliation and ranks the recoverable dollars by filing deadline is faster.
Whatever you use, 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 AxisCare authorization and service 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 AxisCare
What reports do I export from AxisCare?
The Authorization Report (Reports) for authorized units, and the Service Detail report (Reports → Scheduling) for delivered visits, both for the same completed billing period, downloaded as CSV. Add any claims or remittance export to also catch underpayments.
My menu names are different. What do I look for?
AxisCare exports vary by version. Look for anything labeled Authorization and anything labeled Visit or Service under any Reports section. The column names matter more than the report name: you need authorized units and delivered visits for a date range, exportable to CSV.
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 AxisCare.