The article below outlines key steps to remember when you are sending your documents. Feel free to save, print, and share this w
SEND TAB INSTRUCTIONS
- Select your office only if multiple offices apply
- Choose the template you want to use - Home health, recertification, etc
- Select the physician needing to sign - Search by name or NPI
- Choose physician’s location default office will show
- Choose assistant only if order should go to assistant first
- Select your patient - search by name or MR#
- Select the start of care date - when certification period started
- Select primary diagnosis code only main code needed
- Check box to preview - to make sure everything looks correct
- Upload your order form for signature - only upload PDF documents
- Line up signature boxes move / add signature and date boxes as needed
- Add check boxes or text areas if needed
- Send for signature Goes directly to physician’s inbox
TRACK TAB INSTRUCTIONS
Sort Filters: View - All / Sent / Archive
Status - All / Signed / Rejected / Pending
Filed - All / Not Filed / Filed
Action Buttons: Download - Downloads signed order for your EMR
Mark as Filed - Filing tool when completely finished with order
Export List - Creates a list to export for billing purposes
Resend - Resends back to signer (only for rejected and retracted orders)
Retract - Removes order from physician’s inbox (only for pending orders)
Archive - Removes from your working list (prior to downloading in your EMR)
