Upload URL or Document Practice Documents

1. Navigate to the Internal

2. Go to Practice Documents

3. Click on the Upload Records button located on the top right of the table. 

4. Enter all applicable information. 

Assign 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 Save button at the bottom of the dialogue box. 

URL or Document will be added immediately 

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• 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 ...

• View Uploaded Practice Documents URL/Document

  1. Navigate to the Internal 2. Go to Practice Documents If record is URL . From the Action Colum select the Go Button. Note: The user will be redirected to the attached URL   If record is a Document . From the Action Colum select the View Button. ...

• 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 ...

• 9 - Practice Documents

  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 ...

• Delete URL or Document Practice Documents

  1. Navigate to the Internal 2. Go to Practice Documents 3. From the Action Colum select the Delete Button in the dropdown. 4. Click the Delete button at the bottom of the dialogue box.  Record will be deleted immediately