--- title: How to Use the Insurance Policies Report description: See every client insurance case in one report, with its insurer, member number, authorisation, services, end date and next appointment. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-use-the-insurance-policies-report#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en) 3. [Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#reports) # How to Use the Insurance Policies Report The Insurance Policies report lists every insurance case across your clients, with the policy it bills, its authorisation code, how many services it covers and the client's next appointment. Use it to see which authorisations are still open, which are running out and which payers you're treating for, without opening each client card. **NOTE:** The report shows insurance cases, which you create on the client card's **Insurance** tab. See [How to Manage Insurance Case Details (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-insurance-case-details?hsLang=en). **Step 1: Open the Report** 1. In the left sidebar, go to **Analytics** and click **Reports**. 2. Type **Insurance** in **Search for a report**, or click the **Clients** tab. 3. Click **Insurance Policies**. ![All Reports with Insurance typed in the search box and the Insurance Policies report marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490355153105-01-catalogue.png) *Insurance Policies sits with the Clients reports* **Step 2: Read the Columns** Each row is one insurance case, so a client with three authorisations against one membership number appears three times. The columns are: - **Client**: the client the case belongs to. - **Insurer**: the insurer the case bills. - **Name**: the case name your team gave the authorisation. - **Subscriber / Member #**: the membership number on the policy. - **Auth code**: the authorisation code recorded on the case. - **Status**: **Open** or **Closed**. A case also reads **Closed** once the appointments that have taken place, plus any services used outside Pabau, have used up the services it authorises. Cancelled, no-show, moved and future appointments don't count. - **End date**: the policy's end date, as entered on the policy or taken from the latest saved BUPA or Healthcode membership lookup. Where neither has one, it's the date the authorisation expires. - **Number of services**: how many services the case authorises. - **Policy maximum**: the total amount that can be billed to the policy. - **Next appointment**: the client's next appointment that hasn't started yet, whichever case it's for, so you can act before they come in. Cancelled, no-show and moved bookings and online requests still waiting for approval are skipped. - **Notes**: the notes on the case. Hover a long note to read it in full. **NOTE:** Clinics in the United States also see an **Adjuster** column, showing the claims adjuster recorded on the policy (for example for workers' compensation or auto claims). **Step 3: Filter and Search** 1. Use **Status** to show only **Open** cases still being treated, or only **Closed** ones. 2. Use **Insurer** to work one payer at a time. The list only offers insurers that have cases at your clinic, and you can tick more than one. 3. Type in the search box to find a case by client, case name, notes, auth code, insurer or member number. The count on the right shows how many cases match. ![The Insurance Policies report with the Status and Insurer filters and the search box marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490355153105-02-filters.png) *Narrow the list by status, insurer or a search* **Step 4: Open a Case or a Client** 1. Click a member number in **Subscriber / Member #** to open that case beside the report. You'll see its treatment progress, the amounts billed and paid, the policy and the case details, without losing your place in the report. 2. Click the client's name to open their client card on top of the report. ![Report rows with a member number and a client name marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490355153105-03-row-links.png) *Member numbers open the case; names open the client* ![An insurance case open beside the Insurance Policies report](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490355153105-04-case-drawer.png) *The case opens beside the report* **Step 5: Choose Columns, Export, Print and Get Help** The buttons at the top right of the report: 1. **Columns**: choose which columns to show. **Reset to default** brings back the standard set. 2. **Export**: download the report as **XLS (Excel)** or **CSV (comma separated values)**. The export includes every case that matches your filters, not just the page on screen. 3. **Print**: print the report. It prints in landscape so all the columns fit. 4. **Help**: a summary of the report and the definition of every column. ![The report toolbar with the Columns, Export, Print and Help buttons marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490355153105-05-toolbar.png) *Columns, Export, Print and Help* ![The Insurance Policies help panel with the overview and column definitions](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490355153105-06-help.png) *Help explains every column* Click **Refresh** to run the report again with your current filters, for example after you've updated a case. **TIP:** To find authorisations that are about to run out, filter **Status** to **Open** and compare **Number of services** and **End date** with each client's **Next appointment**. Renewing an authorisation before the next visit avoids a claim being refused. **What's next?** - [How to Manage Insurance Case Details (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-insurance-case-details?hsLang=en) - [How to Manage Insurance Policies in the Client Card (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-insurance-policies-in-the-client-card?hsLang=en) - [New Suite of Reports](https://support.pabau.com/en/pabau2/new-suite-of-reports?hsLang=en) --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For **[more guides](https://support.pabau.com/en/pabau2?hsLang=en)**, browse the related articles below or use the search bar at the top of the page. 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