Edit URL or Document Practice Documents
1. Navigate to the Internal
2. Go to Practice Documents
3. Click on the Edit button located in the action column.
4. Update all applicable information.
Update a folder and tags to organize uploaded URLs and Documents
Toggle switch left to right to choose URL or Document to upload
5. Click the Update button at the bottom of the dialogue box.
URL or Document will be added immediately
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Prep Required Gather these items before starting - Digital copies of practice documents * Practice Welcome Packet, Advance Beneficiary Notice, WIC Forms, Referral Forms - List of practice URL's * Insurance Portals, Informational Websites ...