ORGANIZATION PAYERS DOCUMENTS TAB

The Organization Payers Documents Tab allows you to upload documents to the payer.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Payer Document View.

UPLOAD DOCUMENT (Top)

To do so, click on the "Upload Document" Link.

Enter the required information and click “Upload and Close” or "Upload/Add More" if you need to upload more than one file.

NOTE: For Careficient Agency Administrators, click here to learn more about setting up Document Type. Click on the following to learn more about the privileges for Payer Document Add.

To view the uploaded file, click on the "Document Description" link.

DELETE DOCUMENT (Top)

Click on the “Trash Can” icon to delete the uploaded document.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Payer Document Delete.

You will be asked if you are sure you want to delete. Click "OK" to confirm.