Documents Tab (Referral Sources)

Referral Sources Menu
Documents Tab (Referral Sources)
ROLE PRIVILEGES NEEDED: <udl-white>View Referral Source<udl-white> | <udl-white>Add / Upload Physician Documents<udl-white> | <udl-white>Delete Physician Documents<udl-white>

SETUP: <udl-white>Referral Source Note Type<udl-white>


The Referral Source's document tab allows you to upload documents for the Referral Source such as:  

UPLOAD DOCUMENT <returntomenu>menu ↑<returntomenu>

To upload a document, select the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Upload Document<udl-orange> link.

Enter the required information and select <btnw>    Upload/Close    <btnw> or <btnw>    Upload/Add More    <btnw>, to upload more documents.

VIEW DOCUMENT <returntomenu>menu ↑<returntomenu>

To view the uploaded document, select the document link <udl-orange>Physician Attestation Statement...<udl-orange>.

DELETE DOCUMENT <returntomenu>menu ↑<returntomenu>

Select the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the Uploaded Document

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

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