Navigating the "Patients" Tab in SamaCare

Created by C. Denise Burrell, Modified on Tue, 4 Feb at 9:08 AM by C. Denise Burrell

TABLE OF CONTENTS

What is the "Patients" Tab?
- For Patients with Active Workflows
- For Patients Without an Active Workflow

What is the "Patients" Tab?

The Patients Tab lists all patients within your institution and organizes them based on the most recent updates to their records (demographics, PAs, benefit verifications, etc.). This allows you to quickly see important changes and take action as needed.

Key Features:

Easy Search

You can search by First Name, Last Name, or Drug with a simple keyword.
- Example: Searching "John" will return all patients named John, but searching "John Smith" will narrow it further.

Quick Filters for Expiring PAs

Use the “Expiring PA” filter to find patients whose PAs are expiring soon or have already expired.
- You can combine this filter with search for even more precise results.

Action Column for Next Steps

The Action column helps guide you on what needs to be done next for each patient.

Clicking on a patient opens the Details Panel with more information about their coverage and treatment history

Taking Action in the Patients Tab

The Patients Tab helps streamline key workflows with easy-to-follow actions.

For Patients with Active Workflows

The system provides clear Action Messages to guide your next steps, especially for partnered drugs that use BV Ease (e.g., Vyvgart, Vyvgart Hytrulo, etc.).

Action	When It’s Available	What It Does
Start BV	The patient has a PA for a partnered drug with BV Ease	Begins a new benefit verification request from the details panel.
Start PA	The patient has a completed BV for a partnered drug	Guides you to start the associated PA.
Complete BV	The patient has an expired PA (within 30 days)	A draft BV has been auto-created—just review and submit. If left incomplete for 24 hours, SamaCare Ops will follow up.
Renew PA	The patient’s PA is expiring soon	One-click option to renew the authorization before it expires.

For Patients Without an Active Workflow

Verify Insurance Coverage

If insurance details are available, SamaCare will automatically run a coverage check.
- If insurance information is incomplete, missing fields will be highlighted, making it easy to update.

Add a Treatment (Drug)

If a patient doesn’t have a listed treatment, you can add a drug to their record.
- After adding a drug, you’ll get guidance on starting a new PA.
  - If the drug is from a partnered manufacturer, you’ll have access to enhanced workflows to streamline the process.

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