Send URL/Document in Practice Documents
1. Navigate to the Internal
2. Go to Practice Documents
3. From the Action Colum select the Send URL/Document Button in the dropdown.
4. Choose sending method - Phone or Email
For SMS- Enter the Phone Number
For Email- Enter the Email Address
5. Click the Send Invite Button at the top of the dialogue box.
Invite will be sent 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 ...