Revision 24-4; Effective Sept. 1, 2024

The Service Authorization System Online (SASO) is the primary repository of service information for all applicants and recipients enrolled in the Texas Health and Human Services Commission (HHSC) long-term services and supports (LTSS) programs. SASO accepts and maintains information relevant to the applicant's or recipient's authorizations for LTSS. Services must be authorized in SASO before a provider can receive payment.

SASO contains wizards with prompting sequences that lead the user through a series of windows required for authorization or denial of services. Wizards used to authorize or terminate Community Care Services Eligibility (CCSE) are the:

  • financial wizard;
  • functional wizard; and
  • authorization wizard.

Related Policy

Service Authorization System Help File, Section 8000

7310 Requirement to Use SASO Wizards

Revision 20-2; Effective June 1, 2020

Regional management must ensure the use of the Community Care Services Eligibility (CCSE) SASO wizards to:

  • enhance the accuracy of eligibility determinations, service plans, service authorizations and data;
  • improve documentation of recipient satisfaction;
  • provide a database for provider monitoring and case reading sample selection; and
  • ensure compliance with federal regulations for program delivery.

Wizards must be used to document the following case actions:

  • authorizations, including initials, ongoing reassessments and changes;
  • monitoring;
  • terminations; and
  • denials.

7320 Use of the SASO Monitoring Wizard

Revision 24-4; Effective Sept. 1, 2024

SASO Monitoring Wizard documents all required monitoring contacts with Community Care Services Eligibility (CCSE) recipients.

Document the recipient’s assessment of how well CCSE services are meeting their needs on Form 2314, Satisfaction and Service Monitoring and, enter in the SASO Monitoring Wizard. Data entry must occur before the end of the month when the action is due. This applies to Title XX only. 90-day monitors must be completed by the due date. When a person expresses dissatisfaction with a particular service or if the caseworker identifies a concern with a particular service, then caseworkers should document this information using Form 2314.

Note: Record additional contact with the recipient outside of the monitoring home visit or phone call, such as other changes or complaints using regional procedures. Do not use Form 2314, Satisfaction and Service Monitoring.

Some information gathered at a monitoring home visit or phone call may cause action codes to send referrals to HHSC staff. This staff may include contract managers, regional nurses or supervisors. When a referral is needed, CCSE staff go to the SASO Monitoring Wizard Client Satisfaction window, and select Monitoring Status: Follow-Up Required, then Generate.

To complete follow-up actions, update the SASO monitoring record by entering the additional fields on the Monitor Detail screen:

  • Concurs with Previous? Yes or No
  • Problems Alleged
  • Reason
  • Action  

The Monitoring Status field on the Client Satisfaction screen is changed to Completed once follow-up and resolution are complete.

The Overall Client Satisfaction question must be completed to document the recipient’s overall service satisfaction. Document the recipient’s level of satisfaction after any alleged dissatisfaction is resolved.

Regional management ensures compliance by using Form 2314 and the SASO Monitoring Wizard. The information entered provides a database for provider monitoring and ensures compliance with federal regulations.

7330 Reserved for Future Use

Revision 20-2; Effective June 1, 2020