Overview
The Documents tab provides your team with a dedicated space to store and manage documents directly tied to a claim. Documentation tends to live in many places—emails, desktops, shared drives—and critical information can easily get buried.
This tab solves that problem by keeping all relevant files exactly where your team needs them—right alongside the claim. Whether it’s a payer letter, prior authorization, or recoupment notice, everything stays organized, accessible, and visible to the right people at the right time.
For RevolutionEHR accounts only: If your aged claim has been processed by the Scrubber, any documents uploaded to the Scrubbed Claims > Documents tab will also appear here as well.
What You’ll See in the Documents Tab
When you open the Documents Tab, you’ll find a list of all files uploaded to the claim, along with key details for each document:
- Document Name: Select the arrow or blue hyperlink to view the document.
- Document Type/Summary: A brief description or category to help identify the document.
- Uploaded Date: Shows when the file was added and which user uploaded it.
This tab keeps all claim-related documentation organized and easy to access in one place.
What You Can Do
Upload Documents
To add documents to the tab:
1. Select Upload Document.
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.
Delete Documents
To remove a document:
1. Select the trash can at the end of the row.
3. If you are sure you want to delete the document, select Delete Document. If you do not want to delete the document, select Cancel.
Important: Deleting a document cannot be undone.