At a Glance

This walkthrough details how to upload documentation that isn’t automatically uploaded through a rule created by your organization. To learn about how auto-sending supporting documentation works, check out this overview.

Here’s How to Do It

• Only Send Supporting Documentation

  On the Claim Detail page, choose a claim that needs supporting documentation. Go to the Actions menu and click Send Documentation.

  
  

  

  This popup will appear. Fill out the form, upload the documentation, and click Send Documentation.

  
  

  

• Modify and Resubmit the Entire Claim

  From the Claim Detail page, click into a claim and then open the Actions menu. Then choose Edit Claim Form & Resubmit.

  
  

  

  A popup form will appear with editable fields for all the claim’s information. Be sure to scroll down–it’s a long form.

  Update the fields as needed, then click Save & Resubmit Claim at the top of the form.

  
  

  

  Done!