Add Documents to an Insurance Payment

Follow the steps below to associate a document to a payment.

  1. Select Payment > View.

  2. Fill in the option for Insurance Payment.

  3. Enter your Search Criteria and click the Search button. 

  4. Select the Insurance Payment that meets your criteria.

  5. On the Payment from [Insurance] tab, click .

  6. In the Documents window, click :

    1. Select Associate Existing and use the folder navigation to locate the existing document(s), click Save.

    2. Or select Upload New to upload a new document from your computer.

      1. Select the Folder to Upload To.

      2. To add more files, click.

      3. To remove any file(s), click.

      4. Once finished adding documents, click .

  7. Click Save.