7. Sorting and name display options in Managed Care Agent

Last updated: September 10, 2026

Managed Care Agent gives you more flexibility to organize your Prior Authorizations and Concurrent Reviews tables, making it easier to find patients and prioritize the authorizations you want to review.

You can customize how patient names are displayed and sort your full authorization list based on name or relevant dates. Your sorting preferences will persist as you navigate through the table.

Changing the patient name format

In both the Prior Authorizations and Concurrent Reviews tables, you can choose how patient names are displayed:

  • First Last, for example, Jane Smith

  • Last, First, for example, Smith, Jane

To change the name format, select the sort icon in the Name column and choose your preferred format.

Your selected name format also determines how alphabetical sorting works. For example, if you select Last, First and sort A to Z, patients will be sorted alphabetically by last name.

Sorting Prior Authorizations

From the Prior Authorizations table, you can organize your authorizations by patient name or date.

Select the sort icon beside Name to choose from:

  • A to Z

  • Z to A

  • Newest

  • Oldest

You can also continue to sort using Last Update. By default, Prior Authorizations display using First Last name format and are sorted by Newest Created Date.

Sorting Concurrent Reviews

From the Concurrent Reviews table, you can sort your reviews alphabetically by patient name or by Next Review Date.

Select the sort icon beside Name to sort:

  • A to Z

  • Z to A

You can also sort by Next Review Date:

  • Oldest

  • Newest

By default, Concurrent Reviews display using First Last name format with the oldest Next Review Date first.

Using sorting with filters

Sorting works alongside your existing filters. When filters are applied, Managed Care Agent will sort all authorizations that match those filters, not just the patients displayed on the current page.

Prior Authorizations and Concurrent Reviews maintain their preferences separately, so changing how you organize one table will not change the other.

Need Some Support?

If you'd like some extra support, contact exacare support via the in-app chat!