OVERVIEW

Upon completing the report, Specialists can upload the finalized document along with any necessary notes into the system. This article explains how Specialists can upload the finalized report.

TRACK UPLOAD REPORT TASKS

You can track cases that require report uploads using the following options:

• • Option 1: From the Dashboard 
    • Go to Dashboard → Upload Final Report/Notes
    • Select the FR tab.
    • A list of cases requiring report uploads will display.

• • Option 2: Through FR Tasks
    • Go to Dashboard → FR Tasks → Upload Reports (only visible if a task exists).
    • This opens the Combined Task Search tab showing cases that require report uploads.

• • Option 3: Using Find My Cases
    • Go to Find My Cases
    • Apply the following filters:
      • Select Services: File Reviews
      • Select Task: Upload Reports

• • Option 4: From My Cases
    • Go to My Cases → File Reviews (FR)
    • Select Upload Reports from the Select Task filter
    • Click the Search icon to display relevant cases

UPLOAD A COMPLETED REPORT

Once you have located the relevant case, you can upload the completed report in two ways:

Option 1 – Upload from the Dashboard

1. Go to Dashboard → Upload Final Report/Notes
2. Select the FR tab.
3. Select the relevant case, then click Select Case.
4. Attach the appropriate files or notes in the respective fields.
5. Click Save to confirm.

Option 2 – Upload from the File Review Detail

1. Go to the File Review Detail.
2. Navigate to Dictation & Report → Reviewed/Completed Report Sent to MLP
3. Upload the completed report in the Attached Reviewed/Completed Report field
4. Upload and add any additional report notes if changes or amendments are required
5. Click Save to store the information