Manage Documents for a Claim

Add a document to a claim.

1. Select Claim > Claim.

2. Use the Search field to search for your claim. 

   Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

3. Open the claim.

4. Click the Documents tab from the side panel.

5. Select whether the document is Patient Document or Claim Document.

6. Click the Add button and choose how you want to associate a document:

   1. Select Associate Existing to choose a document that’s already been uploaded.

      1. Drill down into the appropriate folder.

      2. Click the document you want to associate.

      3. Click Save.

   2. Select Upload New to open a new window.

      1. Click the Add Files button.

      2. Select the file from your local drive.

      3. Add any applicable note.

      4. Choose the Folder Location to add the file.

      5. Click Select.

      6. Click Upload Files. 

A red number indicator is displayed in the "Documents" side panel tab, indicating the number of documents associated with the claim.  

7. Click Save.

Delete claim documents.

1. Select Claim > Claim.

2. Use the Search field to search for your claim. 

   Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

3. Open the claim.

4. Click on the Documents tab from the side panel.

5. Click the Delete  icon next to the claim document file you want to delete. 

   
   

6. Click Save.