Portal Authorization Management

• Key Elements
  • Example View
• Action Buttons 
  • Example View
• Portal Submission View
  • Example View

In this article, you will embark on a journey to uncover the depths of the Portal Authorization Management Page. We will delve into the array of features it holds and illuminate the path to mastering its navigation, empowering you to move through this space with ease and confidence.

Key Elements

The following is a summary of the essential components found on every authorization management page:

• Patient Name - The patient name used during the submission process will be displayed at the top. Please note that patient details cannot be modified after submission. For information on how to update patient details before submission, refer to the linked article.

• Patient DOB - The patient's date of birth used during the submission process will be displayed. Please note that patient details cannot be modified after submission. For information on how to update patient details before submission, refer to the linked article.

• Request Description - The drug or procedure code entered during your request submission.

• Insurance Payer - The insurance provider or portal where the request was submitted.

• Submission Method - The submission method for the prior authorization request.

Example View

Action Buttons 

The following is a summary of some of the different Action Buttons you will encounter on the authorization management page:

• Email Notifications - Use this option to choose whether you want to receive email notifications.

• Tags - This feature allows you to add or remove tags from your prior authorization request.

• Status - To view the current status of your prior authorization request or make any necessary updates, please use this option.

• Notes - Click here to access and manage notes associated with the authorization. This is a valuable resource for understanding the reasons behind any modifications made to the request.

• Assignee - To assign a specific individual to handle this prior authorization request, please select this option. The assigned person will receive email notifications when alerts are enabled.

Example View

Portal Authorization - View

The elements listed below are exclusive to Portal Submissions. These features may not be applicable to other submission types: 

• Check Status in Portal - To view the current status of your prior authorization request within the insurance payer's portal, please select this option.

• History - To review the history of modifications made to the prior authorization request, please select this tab.

• Attach A File - To attach a document to your prior authorization request, please select this option.

• Files - To view the files attached to your prior authorization request, please select this tab.

• Download Response Files - To download the responses attached to your request, please utilize this option.

• Click Here - In the event that the attached response is unrelated to your inquiry, please click here to remove it and return it to SamaCare.

Example View

Portal Authorization - Progress Bar

The following is a list of the sections within the progress bar, along with brief descriptions to familiarize you with each. Clicking on a section name will lead you to an article that provides more in-depth information

• Patient & Insurance - In this section, you will provide patient and insurance information.
• Service & Diagnosis - In this section, you will input drug and diagnosis details.
• Provider & Location - In this section, you will specify requester, provider, and location information.
• Summary Details - In this section, you can view the attached responses and review the history of the request.

Example View

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