OVERVIEW

The Booking Case Manager is responsible for preparing the Letter of Authority (LoA) along with all other required supporting documents for the medical records request process. This article explains how Case Managers can upload the necessary paperwork into the system.

TRACK PAPERWORK SUBMISSION TASKS

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

• • Option 1: Dashboard → MR Tasks → Click Upload Paperwork (only visible if a task exists) to open the Case & Documents Search tab and view cases requiring paperwork uploads.

• • Option 2: Search Options → Case & Documents Search → In the filters:
    • Select MR Retrievals in the Select Services filter
    • Select Upload Paperwork in the Select Task filter

• • Option 3: My Cases → Medical Records Retrievals (MR) → Select Send Request to Provider in the Next Task filter → Click the search icon to view cases.

Next, click the case number to open the case and proceed to upload the necessary paperwork.

UPLOAD CASE DOCUMENTS

1. In the Medical Record Detail, go to Sending MR Request section
2. Click on the Attached Letter of Authority field or drag the document into the designated area.
3. Click Save to store the information.