Authorization Workflow

• After the client’s information has been entered into SAMMS, enter Third Party information, and verify coverage.
• For insurance plans that require Authorization, begin the Authorization Request process.

An Authorization Request may be performed in two areas in SAMMS:

• In SAMMS Main Menu, click on Third Party and select Billing Queue .
• In SAMMS Main Menu, click on Clients**, and select *Client Search . Enter Last Name or Client ID# in the Search for Client screen, and click Search. The patient chart will display. Click on the Third Party tab.
  

The Insurance Info screen displays.

• In the Payers grid, click on the payer for which you are requesting authorization.
• Click on Auth HX and Request.
• The Authorization Report box displays.
  

• Choose the Payer from the drop down menu.
• Enter the Date Requested, typically today’s date.
• Enter the Requested Start, that is the date the authorized service will begin.
• Enter the particular service for which authorization is being requested in Requested Service.
• Click Save Authorization Request.