Submitting Documents

There are Documents and Privileging areas that may require document completion and/or uploading. To view the requested documents, follow these steps:

Accessing Requested Documents:

• Click one of the view buttonsin the Profile tab to go to the Requests tab, or directly click on the Requests tab.

• Select one of the areas on the right-hand side to get started.

Any document in the Privileging in Progress or Document Requests sections can be completed by clicking the blue document name or the Reopen button if it has already been completed.

Document types

• Application:

  • If the application has been completed previously, a prompt will appear, allowing the information to be imported.

  • If not, the information can be completed and sent to the provider for signature.

• Documents:

  • Drag and drop a document into the upload box or select a file from your computer.

• • Select Existing Document:
    • If there is a previous document the provider has uploaded that meets the requirements, you can select it. 
    • If unsure, click the Select Existing Document button to view available documents to attach. 

• Documents with Attachments to Complete:

  • Click the View Attachment button to access the document that needs to be completed.

  • After completing the document, upload it as mentioned above (if applicable).

• Documents Requiring Signature:

  • If a document needs to be signed before being submitted to the facility, click the Sign at the bottom of the document, not the Send for Signature button at the top, for the provider  to sign the form.