Overview
Documents relevant to a scrubbed claim can be uploaded and stored in the Documents tab within the Claim Details. Uploading a document will generate an entry in the Activity & Notes tab and update the Last Worked column.
For RevolutionEHR accounts only: If the scrubbed claim matches a claim in the Aging module, the uploaded documents will also display in the Documents tab found within the Aging Claim Details.
Upload Documents
To add documents to the tab:
1. Select Upload Documents (either from the claim action menu or Documents tab).
2. Select Choose File, then select a document from the dialogue window.
3. Select a Document Type from the drop-down menu. If Other is selected, the Document Summary field will display and allow you to enter a more detailed description.
4. When finished, select Upload Document, or if you do not want to proceed with the upload select Cancel.
Managing Documents
View the Documents tab article for more information about managing documents in this tab.