---
title: "Managing Authorizations: Navigating the Summary Page"
description: PA Summary Page
---

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1. [SamaCare Help Center](https://help.samacare.com/?hsLang=en-us)
2. [Authorizations](https://help.samacare.com/authorizations?hsLang=en-us)
3. [Managing Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#managing-authorizations)

August 18, 2026

# Managing Authorizations: Navigating the Summary Page

### Overview:

The PA Summary Page is where you can view and manage the details of a specific prior authorization, including the SamaCare Auth ID, activity timeline, notes, history, and attached files.

---

 Table of Contents

- Viewing Authorization Information 
    - [SamaCare Auth ID](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#samacare-auth-id)<https://help.samacare.com/managing-authorizations-navigating-the-summary-page#samacare-auth-id>
    - [Activity Timeline](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#activity-timeline)
    - [Notes Tab](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#Notes-Tab)
    - [History Tab](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#history-tab)
    - [Files Tab](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#files-tab)
- Actions You Can Take 
    - [Add a Note](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#add-a-note)
    - [Add a File](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#Adding-a-File)
    - [Duplicate Authorization](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#Duplicate-the-authorization)
    - [Notifications](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#notifications)
    - [Archive](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#archive)
    - [Download Files](https://help.samacare.com/managing-authorizations-navigating-the-summary-page#download-files)

---

###  View Authorization Information 

#### SamaCare Auth ID

- The SamaCare Auth ID is the **SC #** shown in the upper-left corner of the screen above the patient’s name. It is always a 7-digit number formatted like "SC#1234567". 
- This ID is used within SamaCare only, it is not a number the payer will have on file.
-  As soon as an authorization is create, whether it has been submitted or not, it is automatically assigned a SamaCare Auth ID.  

![](https://help.samacare.com/hs-fs/hubfs/undefined-Aug-18-2026-05-18-09-9053-PM.png?width=572&height=83&name=undefined-Aug-18-2026-05-18-09-9053-PM.png)

---

#### Activity Timeline

-  The Activity Timeline shows all activity related to the authorization. 
-  Activity appears in timeline format so you can see who made an update and when each update took place, including the date and time. 

![](https://help.samacare.com/hs-fs/hubfs/undefined-Aug-18-2026-05-18-11-8202-PM.png?width=465&height=400&name=undefined-Aug-18-2026-05-18-11-8202-PM.png)

 

---

#### Notes Tab

-  The Notes tab shows notes added by practice staff or by the SamaCare team. 

#### History Tab

-  The History tab shows all status updates for the authorization. 

#### Files Tab

-  The Files tab shows all files attached to the authorization, including letters from payers, fax confirmations, and screenshots. 

---

### Actions You Can Take

#### Add a Note

1. Click **New Note**.
2. Make sure you are in the **All** tab, since this option appears there.
3. Enter your note and press **Enter**. 

![](https://help.samacare.com/hs-fs/hubfs/undefined-Aug-18-2026-05-18-11-2836-PM.png?width=462&height=132&name=undefined-Aug-18-2026-05-18-11-2836-PM.png)

![](https://help.samacare.com/hs-fs/hubfs/undefined-Aug-18-2026-05-18-10-5619-PM.png?width=567&height=103&name=undefined-Aug-18-2026-05-18-10-5619-PM.png)

#### Adding a File

  1. Click **Add File** to upload a file to the authorization. 

-  Files added here are not sent to the payer. They are attached to the authorization for practice and SamaCare reference only. 

![](https://help.samacare.com/hs-fs/hubfs/undefined-Aug-18-2026-05-18-11-5027-PM.png?width=461&height=151&name=undefined-Aug-18-2026-05-18-11-5027-PM.png)

---

#### Duplicate the Authorization

-  Use the duplicate feature to create a copy of the authorization. 

![](https://help.samacare.com/hs-fs/hubfs/undefined-Aug-18-2026-05-18-10-1408-PM.png?width=169&height=169&name=undefined-Aug-18-2026-05-18-10-1408-PM.png)

---

#### Notifications

-  Turn email notifications on or off for the specific authorization. 

![](https://help.samacare.com/hs-fs/hubfs/undefined-Aug-18-2026-05-18-11-0133-PM.png?width=164&height=165&name=undefined-Aug-18-2026-05-18-11-0133-PM.png)

---

#### Archive

- Use the archive feature to archive the authorization.

![](https://help.samacare.com/hs-fs/hubfs/undefined-Aug-18-2026-05-18-10-7998-PM.png?width=164&height=166&name=undefined-Aug-18-2026-05-18-10-7998-PM.png)

---

#### Download Files

-  Use the download feature to download files attached to the authorization. 

![](https://help.samacare.com/hs-fs/hubfs/undefined-Aug-18-2026-05-18-10-3444-PM.png?width=165&height=166&name=undefined-Aug-18-2026-05-18-10-3444-PM.png)

 

- [Welcome Aboard](https://help.samacare.com/welcome-aboard?hsLang=en-us)
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- [Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#main-content)
  
  
  
  
  
    - [Submitting Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#submitting-authorizations)
    - [Managing Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#managing-authorizations)
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