SamaCare CoPilot

• What is CoPilot?
• CoPilot Installation Guide!
  • Example View
• Let's Get Logged In!
  • Example View
• Navigate To the Portal!
• Launch CoPilot!
  • Example View
• Head Back To SamaCare! 
• Get Familiar With The Notifications!
  • Video View

In this article, you will uncover all the knowledge required to master SamaCare's CoPilot extension. Discover how to seamlessly update or add your prior authorization requests on any insurance portal, effortlessly integrating this tool into your daily workflow. Let this guide illuminate your path, making the process both simple and efficient.

What is CoPilot?

• The SamaCare CoPilot is an extension crafted to streamline the process of adding your Prior Authorization information to SamaCare, all in one place. This versatile tool can be utilized on any insurance payer portal, enabling you to effortlessly update or create portal authorizations. CoPilot is designed to integrate seamlessly into your daily workflow, assisting users with tasks such as filling out Prior Authorizations, saving them to SamaCare, and tracking them to a determination. With CoPilot, you have the capability to manually save your prior authorization to SamaCare and/or update a previously submitted prior authorization.

CoPilot Installation Guide!

• For the best experience with our platform, we recommend using the Chrome browser. If you're not currently using Chrome, here’s a simple guide to download and install it at your convenience. This will ensure you have full access to all of SamaCare's features.
• For your convenience, you can install the SamaCare CoPilot extension directly from this link. By installing the CoPilot extension, you'll gain access to a suite of features that will streamline your processes and enhance your productivity.
• Once the CoPilot extension is successfully installed, follow these steps to ensure it is easily accessible:
  • Navigate to the top right corner of your browser and click on the puzzle piece icon, which represents your extensions.
  • In the drop-down menu that appears, locate the CoPilot extension.
  • Click the pin icon next to CoPilot to add it to your toolbar.
    

        By pinning CoPilot to your toolbar, you'll have quick and easy access to its features, allowing you to seamlessly integrate it into your daily workflow.

Example View

Let's Get Logged In!

• This step is crucial as it ensures that all the features of the CoPilot extension are fully functional and integrated with your SamaCare account. Logging in allows you to seamlessly manage your prior authorization requests and other tasks within the platform. If you are not logged in, the CoPilot extension will direct you to the SamaCare web app to login. This step is essential to synchronize your data and utilize all the features CoPilot has to offer.

Example View

Navigate To the Portal!

• When you're ready to initiate or manage your prior authorization request, simply navigate to the payer portal of your choice. From there, you can effortlessly submit your prior authorization request directly within the portal or review the status of any pending requests.

Launch CoPilot!

• Once your prior authorization is submitted or in progress, you can easily access the CoPilot extension by clicking on the SamaCare icon located on your toolbar, typically found in the top right corner of your screen. In addition to the SamaCare icon in your toolbar, you can also launch CoPilot through our convenient widget. This widget is designed to be readily accessible on most insurance payer portals.However, if you don't see the widget on a specific portal yet, there's no need to worry! Once you submit your first prior authorization through that portal, the CoPilot widget will become available for future use. This ensures you can always enjoy the benefits of CoPilot, regardless of the portal you're using.
• When CoPilot launches, select "Save To SamaCare" 
• Fill in the required information and select "Save". This action will successfully add or update your prior authorization request within SamaCare.
  • Select Patient - To get started, simply begin typing the patient's name in the designated field. If the patient already exists in our system, their information will conveniently populate for you. For new patients, you'll have the option to quickly enter their details manually.
  • New or Existing Authorization - Choose "New Authorization" for a new request. To update an existing request, simply find your request in the provided list. 
  • Select Payor - Start typing the name of the insurance payer in the designated field. Our system will do its best to find a match and populate the information for you. If the specific payer doesn't automatically appear, you can easily enter it manually.
  • HCPCS Code - Start typing the name of the Drug or J-Code in the designated field. Our system will do its best to find a match and populate the information for you. If the specific drug doesn't automatically appear, you can easily enter it manually.
  • Select Status - Choose the option that best reflects the current stage of your request, such as "Approved," "Pending," or "Denied." This allows you to easily monitor progress and keep track of next steps.
  • Auth Reference ID - In order to help you keep track of your prior authorization request in SamaCare, include the reference number from the portal.

Example View

Head Back To SamaCare! 

• Once your prior authorization is saved, you will receive a notification confirming its successful saving, along with a convenient link to view it directly within SamaCare. This ensures that you can easily access and review the details of your authorization request whenever needed.

Get Familiar With The Notifications!

• Reminder

  When accessing a recognized portal, we provide a notification prompting you to save your prior authorization in SamaCare using CoPilot. Please note that this feature is currently not available on all web portals. This reminder aims to ensure that your authorization requests are efficiently recorded within SamaCare, enhancing your workflow and organization.

• Screen Capture in Progress

  When you select "Add screenshot when saving" while saving or updating a prior authorization, a notification will appear indicating that the screenshot process is in progress. During this time, please avoid scrolling or navigating to a different tab to ensure the screenshot is captured accurately. This helps to ensure that all necessary information is properly documented within SamaCare.

• Auth Updated Successfully

  After successfully updating a prior authorization request using the CoPilot extension, you will see a success notification containing a link to view your prior authorization request in SamaCare. This ensures easy access to review and manage your updated request.

• Auth Saved Successfully

  Upon successfully saving a prior authorization request using the CoPilot extension, a success notification will appear, including a link to view your prior authorization request in SamaCare. This feature ensures that you can easily access and manage your saved request.

Video View

00:00: In this video, we'll introduce you to samacare copilot our newest 00:04: web extension designed to simplify your prior authorization workflow. 00:09: Copilot Works seamlessly across various Insurance payer portals allowing 00:13: you to effortlessly create or update prior authorizations directly within 00:18: Sama care. Let's dive in and see how copilot can boost 00:22: your efficiency. 00:24: Whether you're submitting a new request or updating an existing one copilot 00:28: is there to help. To get started navigate to the relevant 00:32: payer portal for your prior authorization request and complete or view your 00:36: submission. Next select the Sama care icon located 00:41: in your browser toolbar. This icon is typically found 00:45: in the top right corner of your screen. By selecting this 00:49: you will launch the copilot extension. 00:52: In addition to the Sama care icon in your toolbar. 00:54: You can also launch copilot through our convenient widget. 00:59: This widget is designed to be readily accessible on most insurance payer portals. 01:04: If you don't see the widget on a specific portal yet. 01:06: There's no need to worry. Once you submit your first prior 01:10: authorization through that portal the copilot widget will become available 01:14: for future use Once co-pilot is launched select 01:19: saved to Summit care. 01:21: Complete the required information and select save 01:25: This action will successfully add or update your prior authorization request 01:29: with in Sama care. 01:32: Allow copilot to save your prior authorization information. 01:36: Please stay on this table until this is completed. 01:40: Once your prior authorization is saved you will receive a notification confirming 01:44: it successful saving along with a convenient link to view it directly within 01:49: Sama care. This ensures that you can easily access and review 01:53: the details of your authorization request whenever needed 01:57: We hope this video has given you a clear understanding of how samacare copilot 02:01: can streamline your prior authorization workflow. 02:05: This extension allows you to effortlessly manage requests directly within 02:09: any insurance payer portal saving you valuable time and keeping everything 02:13: conveniently tracked within Sama care. 02:17: We're here to guide you through your prior authorization Quest. 

00:00: In this video, we'll be diving into how to efficiently upload your patient demographics 00:04: using Sonic's upload tool. This handy feature 00:08: lets you seamlessly upload and update all your patient information in one central 00:13: location streamlining your workflow and saving you precious time. 00:18: To get started, please navigate to the “Practice Settings” tab on the left navigation pane. 00:24: Next, Select “Upload” from the top navigation bar. 00:29: Next please select or drag your CSV file to initiate the document 00:33: upload. Ensure your document is properly formatted by 00:37: opening the download template. 00:40: After your upload is complete, please verify that your document is accurately mapped. If you notice any discrepancies or if you see a message that says “Unmapped Columns”, update the dropdown menu to ensure that the attributed name and description are correct. This step ensures clarity within the document. 01:00: Once your upload is properly mapped, select “Next” to begin importing. 01:06: Once your document has started importing it can take up to 15 minutes to complete. 01:12: Upon completion of your import the status will change to finished. 01:17: You'll be provided with information regarding the number of imported rows and whether any 01:21: rows were skipped. This allows you to verify the success 01:25: of the upload and address any potential issues. 01:29: If any rows have been skipped, please select details to review which rows 01:33: were skipped and the reasons behind it. 01:37: Select the information Circle to view the number of items that have been added and updated. 01:43: Once the import process is finished your patients will be added into the patient's 01:47: table. Within this section, you'll find patient data including 01:52: timestamps indicating when each patient record was created or updated. 01:57: Thanks for watching this video. In this video you have learned how to efficiently 02:01: upload your patient demographics in Sama care. 02:05: This convenient feature allows you to seamlessly manage and update all your patient 02:09: information in one central location streamlining your workflow and 02:13: saving you valuable time. We're here to guide you through your prior 02:18: authorization Quest. 

Guide me to "SamaCare - First Steps"

We're here to guide you through your prior authorization quest!