Uploading Files to Pending Claims

1. Navigate to Pending Claims

  • Go to the left sidebar and click on Billing > Claims > Pending Claims.

2. Select the Pending Claim

  • In the Pending Claims list, click on the specific claim for which you want to upload the file.

3. Click on the Files Tab

  • Once in the Claim Details screen, click the Files tab at the top of the page.

4. Upload Files

  • Click the Upload Document button to add relevant documents or files associated with the claim.

  • Once the button is clicked, the Upload Document modal will appear.

5. Fill in the Fields and Upload Files

  • Fill in the required fields in the Upload Document modal.

  • Click to upload or drag and drop the file into the drag and drop box.

6. Review Uploaded Files in the Modal

  • Once the file is dragged or selected, it will appear at the bottom of the modal.

  • Repeat this process for each additional file you would like to upload.

7. Save the Uploaded Files

  • After adding all the files, click the Add button on the bottom right of the modal.

8. View Uploaded Files

  • You will see the uploaded files listed in the table under the Files tab.

 
 
 
 
 

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