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Revision 20-2; Effective June 1, 2020
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 20-2; Effective June 1, 2020
SASO Monitoring Wizard is used to document 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 must occur before the end of the month in which the action is due. When a person expresses dissatisfaction with a particular service or if the case worker identifies a concern with a particular service, then case workers should document this information using Form 2314.
Note: Additional contact with the recipient outside of the monitoring home visit or phone call, such as other changes or complaints, should be recorded using Form 2058, Case Activity Record, and not Form 2314, Satisfaction and Service Monitoring.
Depending on the information gathered during the monitoring home visit or phone call, some entries made in the SASO Monitoring Wizard may result in action codes that send referrals to other HHSC staff, such as contract managers, regional nurses or supervisors. When a referral is needed, CCSE staff will 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; and
- Action.
The Monitoring Status field on the Client Satisfaction screen will be changed to “Completed” once follow-up and resolution is complete.
The Overall Client Satisfaction question must be completed to document the recipient’s overall satisfaction with services. Document the recipient’s level of satisfaction after the resolution of any alleged dissatisfaction.
Regional management is accountable for ensuring compliance with the use of 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