How to Send Additional Documents with Enrolment Forms

Users can attach supporting documentation to enrolment forms when submitting the package to a Program.

Steps to Send Additional Documents:

1. Click Attachments at the top of the Enrolment Form.

A snippet of a prior authorization form displays the Attachments option selected, here you can select upload file or attach from documents.

2. Select Upload File to select a document from your computer.

a. The document upload window will display.

b. The Patient and Program will automatically populate based on the current Enrolment Form.

c. Fill in the Document Type.

d. The Attention field allows you to choose who you want to send the document to;

however, this field is not a requirement.

e. Click Browse to select the file on your computer to attach it.

f. The File Name automatically populates based on the attachment name but can be

edited if desired.

The document upload window where you can fill in the details about the document and browse for the file on your computer.

3. Attach From Documents to select a document already uploaded to the Patient’s Profile.

a. Select the checkbox next to each document you want to send with this Enrolment form and click Attach.

the Attach from Documents window where you can select files to attach from the patient profile.

4. The Attachments button will indicate how many attachments have been selected.

The attachments button displays a number indicating there are documents.

You can click the Attachments button to see which documents are attached.

The documents that have been selected are listed under the Attachments button.

5. Upon submission to program, all attachments are sent with the Enrolment form, and any newly attached documents are saved back to the Patient’s Profile.