SA Activity Worklist
SA Activity WorklistYou may view the list of SA Requests by clicking SA Responses on the left-hand menu. This page has two sections the top contains the Search Criteria which you enter to filter the pool of all SA Requests in the system, and the lower portion is the filtered list of SA Requests/Responses. The results may be sorted based on any of the columns by clicking the arrow located in the header of the column.
This section of the page contains multiple fields that you may use to filter the pool of submitted Service Authorization Requests. When the page is initially accessed from the menu, inquiries made within the past 24 hours or 1 day is defaulted in order to display the most recent inquiries made. Changing any of the values in the fields and clicking Search will refresh the page with the new list of inquiries displayed in the lower portion.
Requested within the last ____ days: Entering a value in this field will limit the displayed requests to only requests made within the specified number of 24 hour periods. For example, if you open this page at 9:00 AM Friday and enter 2 in this field then click Search, the results will display requests made in the past 48 hours which translates to requests made after 9:00 AM on Wednesday in this example. The value entered in this field must be greater than 0, and will be defaulted to 1. NOTE: this field cannot be used in combination with the "Date Sent" field.
Client Last Name: Entering the last name of a client will limit the returned requests to only inquiries made for clients where the last name in the database exactly matches what was typed. For example, to find "JOHN SMITH JR." you would need to enter "SMITH JR." in this search field.
Client ID : Entering the Client ID will limit the returned requests to only requests made for that exact value.
Date Sent: To retrieve requests made on a specific date, enter the date here. The format should be: MM/DD/YYYY or may be selected from a calendar by clicking the calendar drop-down button. NOTE: this field cannot be used in combination with the "Requested within the last ____ days" field.
UT/PC Response: Enter or select a desired code by which to filter the SA Requests to be displayed. The provided list will include all valid Action codes. You may select a UT Response, a PC Response, both or neither depending on how specific you would like the returned list of SA Responses.
Status: Select one of the available values (Sent, Received, Viewed, Worked) to limit the returned requests. SENT = Request has been sent but no response received from the payer. RECEIVED = Response has been received from the payer but not viewed by the user. VIEWED = Response has been viewed by the user (Close button clicked). WORKED = Response has been viewed and any necessary follow-up has been completed (Worked button clicked).
Show all transactions/Show just my transactions: Selecting "all transactions" will return all SA Requests made by users of your facility(s). Selecting "just my transactions" will return only the SA Requests created by you, the current user.
This section of the page contains a table listing the SA Requests that match the filtering criteria as defined in the above section. With minimal criteria, this list could become quite lengthy which is why there is a default of displaying requests made within the past 24 hours. As soon as a Request is submitted, it will be displayed at the top of this list with a Status of 'Sent', as requests are displayed in descending order of when they were submitted.
Client ID: The Client ID for which the request was made. Once a response has been received for a request, the Client ID will become a hyperlink. Clicking the hyperlink will open the details of that response.
Name: This value is the Client Name in the following format: "Last Name, First Name Middle Initial".
Date Sent: The date when the Request was sent to NY Medicaid. The format will be: MM/DD/YYYY.
UT/PC Response: The Action Code received in the corresponding segment of the SA Response from NY Medicaid. If a response is received and is not specific to UT or PC alone, the UT Response and PC Response columns will remain blank. Examples are "CT - Contact Payer" and "67 - AAA Patient Not Found".
Status: SENT = Request has been sent but no response received from the payer. RECEIVED = Response has been received from the payer but not viewed by the user. VIEWED = Response has been viewed by the user. WORKED = Response has been viewed and necessary follow-up has been completed.
Cancel: If you wish to cancel an SA Request which has already been sent, click the cancel icon. This will generate a Cancellation request.
NOTE: A transaction which has somehow failed in the transmission to eMedNY will be marked with a Status of "Retry", and will not have a hyperlinked response. If this is the case, you must resubmit your Service Authorization Request.
