The Provider Documents screen will display all the related documents to the selected provider, such as Referral Letters. You are also able to access any Unmatched Documents (the screen will default to this view).
Viewing Documents
From CareRight Dashboard:
- In the Main Menu, click Providers.
- The Providers list will display.
- Locate the relevant provider.
- Click Show for the relevant provider.
- In the Main Menu, click Documents then re-select Documents again.
- The Providers Documents will display both Current & Deleted.
Adding a New Document
- Scan your document or save it to a local directory on your machine or network.
- From the relevant Provider record, select Documents menu item.
- The Documents screen will display.
- Select Documents again.
- Select the New button and the Document screen will display.
- Complete fields using the table below for reference.
- Click Choose File and browse to the document on your network.
- Click Create Document.
Field | Description |
Patient | Select the patient details, input the patient name and if they exist the record will display. |
Provider | This is will default to the selected Provider |
Location* | |
Document Type* | |
Document Status* | |
Note |
* indicates a mandatory field
