Navigating The Summary Details Section

• Lets Get Started!
  • Example View
• Find Your Authorization!
  • Example View
• View The Summary Details!
  • Example View
• Who Made The Change?
  • Example View
• Response Attachments
  • Example View
• View Response
  • Example View
• "Download" Icon
  • Example View
• Attach A File
  • Example View
• You Are All Set!
  • Video View

Within this article, you'll embark on a journey to navigate your responses within the summary details section on Samacare. Explore the realms of managing authorizations and events, alongside updating statuses and uploading files. Through this exploration, you'll uncover valuable techniques aimed at enhancing the efficiency of handling your responses. 

Lets Get Started!

• Select “Authorizations” on the left side navigation pane.

Example View

Find Your Authorization!

• Locate the authorization you wish to view and click on it to open.

Example View

View The Summary Details!

• History Tab: Within the history tab, you will find a chronological list detailing all events and updates that have occurred since the authorization was submitted.
  • The "Events" column displays a comprehensive list of all the modifications and updates made to the authorization.
  • In the "User" column, you will find the name of the user who initiated the update or modification to the authorization.
  • The "Time" column provides you with the time and date the changes were made.
• Files Tab: The "Files" tab contains all pertinent documents associated with your prior authorization request.
  • After successfully submitting your Fax authorization, a confirmation of the fax will be visible in the summary details tab. This confirmation will include a copy of the fax you submitted.
  • Any letters we receive related to your request will be found under this tab.

Example View

History - Who Made The Change?

• If you or a member of your practice made a modification, the column will display your name or your colleague's name. If the change was executed by the SamaCare system or a SamaCare user, it will be attributed to SamaCare.

Action Required?

• Indicates that we have received a reply from a payer that indicates additional information is needed or that there is a  response that requires your review.

Example View

History - Response Attachments

• To access the documents associated with the events, click on the "View Response" icon.

Example View

View Response

• Within this window, you can review the most recent authorization details, download the response, upload the response to your EMR, and print it as needed. 

Example View

"Download" Icon

• To quickly download a response, select the download icon.

Example View

Attach A File

• To upload a response or communication to the authorization, simply click on the "Attach File" option.
• Next, click on "Browse PDFs to upload" and select the file you want to attach.
• Upon successfully uploading your document, a message confirming "Successfully uploaded new correspondence" will appear. You can then proceed to click "Done" to exit this window.

Example View

You Are All Set!

• We've explored navigating responses within the summary details section on Samacare. Through the guidance provided, you've gained insights into managing authorizations, events, updating statuses, and uploading files, equipping you with valuable techniques for efficiently handling your responses.

Video View

00:00: In this video, you will be guided through the process of navigating your responses in the summary details section on Samacare. From managing authorizations and events to updating statuses and uploading files, you will learn valuable techniques for efficiently handling your responses. 00:18: Navigate to the Authorizations tab on the left navigation pane. 00:23: Locate the authorization you wish to view and click on it to open. 00:28: Within the history tab, you will find a chronological list detailing all events and updates that have occurred since the authorization was submitted. 00:37: The "Events" column displays a comprehensive list of all the modifications and updates made to the authorization. 00:44: In the "User" column, you will find the name of the user who initiated the update or modification to the authorization. 00:52: If you or a member of your practice made a modification, the column will display your name or your colleague's name. If the change was executed by the SamaCare system or a SamaCare user, it will be attributed to SamaCare. 01:07: The "Time" column provides you with the time and date the changes were made. 01:12: To access the documents associated with the events, click on the "View Response" icon. 01:18: Within this window, you can review the most recent authorization details, download the response, and print it as needed. 01:26: To exit this window select "Done". 01:29: To quickly download a response, select the download icon. 01:34: To upload a response or communication to the authorization, simply click on the "Attach File" option. 01:41: Next, click on "Browse PDFs to upload" and select the file you want to attach. 01:47: Upon successfully uploading your document, a message confirming "Successfully uploaded new correspondence" will appear. You can then proceed to click "Done" to exit this window. 02:01: Thank you for joining us in this video tutorial, where we've explored navigating responses within the summary details section on Samacare. Through the guidance provided, you've gained insights into managing authorizations, events, updating statuses, and uploading files, equipping you with valuable techniques for efficiently handling your responses. 

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