Overview
The Documents tab in your PM Software, Clearinghouse, Other External Systems, Providers, Locations, or Payers provides a convenient place to upload and store important files related to each entity. For example, store items such as secondary submission guidelines, appeal forms, claim submission instructions, provider manuals, and other essential documents. Keeping these files organized ensures quick access to critical information, streamlining your workflow and helping you manage claims more efficiently.
Upload Document
1. Select Upload Document.
2. Select Choose File, then browse to and select the document you want to upload.
3. From the Document Type drop-down menu, select the appropriate document type.
- Note: If you select Other, the Document Summary field will appear, allowing you to enter a more detailed description of the document.
4. Select Upload Document to complete the upload. Select Cancel if you do not want to proceed.
5. A confirmation message will appear indicating that the document was uploaded successfully. Once uploaded, the document can be viewed and downloaded by selecting its name.
Delete Document
1. Select the Delete Document icon next to the document you want to remove.
2. In the confirmation window:
Select Delete to permanently remove the document.
Select Cancel to keep the document and return without making any changes.
Important: Deleting a document is permanent and cannot be undone.