--- title: "Managing Authorizations: Updating an Authorization Status using Co-Pilot" description: This article walks you through how to update an authorization status using CoPilot --- [Skip to content](https://help.samacare.com/managing-authorizations-updating-an-authorization-status-using-co-pilot#main-content) English - United States Show submenu for translations [![samacare logo](https://help.samacare.com/hubfs/SamaCare_logo_hubspot.svg)](https://www.samacare.com/) - [Home](https://help.samacare.com/) Open main navigation Close main navigation - [Home](https://help.samacare.com/) - English - United States Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 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) June 5, 2026 # Managing Authorizations: Updating an Authorization Status using Co-Pilot ## Need to update an authorization status in the SamaCare CoPilot extension? Follow these quick steps to get started: 1. **Locate the purple Lotus icon** 1. First, make sure the purple lotus icon is visible in your browser toolbar. It should appear to the right of the search bar, next to the puzzle piece (Extensions) icon. If you don't see the purple lotus icon, click the puzzle piece icon to open your browser's extensions menu. From there, locate and select **Samacare CoPilot.** 2. Once the purple SamaCare CoPilot icon is visible, click the **pin** icon next to it. This will keep the extension pinned to your browser toolbar, allowing you to quickly access SamaCare CoPilot whenever you need it. ![purple lotus](https://help.samacare.com/hs-fs/hubfs/purple%20lotus.png?width=352&height=82&name=purple%20lotus.png) 2. **Open a New Tab or Navigate to the Relevant Authorization** 1. Open a new tab containing the authorization whose status you want to update, or navigate to the tab if it's already open. Once you're on the appropriate authorization page, click the purple SamaCare CoPilot lotus icon in your browser toolbar to open the extension popup. 3. **Search for the Patient** 1. In the CoPilot popup window, locate the Patient field and begin typing the patient's name. If multiple entries appear with the same or similar name, carefully review the available options and select the correct patient to ensure you're updating the appropriate authorization. ![patient copilot](https://help.samacare.com/hs-fs/hubfs/patient%20copilot.png?width=159&height=333&name=patient%20copilot.png) 4. **Select the Authorization to Update** 1. Scroll down within the CoPilot extension popup until you find the **Existing Authorization** field. Open the dropdown menu and select the authorization you want to update. Be sure to choose the correct authorization before proceeding with any changes. 5. **Change the Status** 1. Once you've selected the correct authorization, scroll further down in the CoPilot extension until you reach the **Select Status** field. Open the dropdown menu and choose the new status you would like to apply to the authorization.   2. If you need to attach supporting documentation, you can also upload files in this section before submitting your changes. Be sure to review the selected status and any uploaded files for accuracy before proceeding. ![status copilot](https://help.samacare.com/hs-fs/hubfs/status%20copilot.png?width=168&height=361&name=status%20copilot.png)       6.   **Save your Changes** 1. 1. Before closing the CoPilot extension, be sure to click the **Save to SamaCare** button at the bottom of the popup window. This will apply your changes and update the authorization status in SamaCare. Once the save is complete, the authorization will reflect the newly selected status and any supporting documents you uploaded. ![save to samacare](https://help.samacare.com/hs-fs/hubfs/save%20to%20samacare.png?width=345&height=90&name=save%20to%20samacare.png)   - [Welcome Aboard](https://help.samacare.com/welcome-aboard?hsLang=en-us) - [Getting Started](https://help.samacare.com/getting-started?hsLang=en-us) - [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) - [Help and Support](https://help.samacare.com/help-and-support?hsLang=en-us) - [FAQ](https://help.samacare.com/faq?hsLang=en-us) - [EHR](https://help.samacare.com/ehr?hsLang=en-us) - [Home](https://help.samacare.com/) [![samacare logo](https://help.samacare.com/hubfs/SamaCare_logo_hubspot.svg "samacare logo")](https://www.samacare.com/) Copyright © 2026,