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Documents makes it easy to add Supporting Documents to a Bill.
The Documents section stores common supporting documents like W-9s, testing standards, or IBR decisions for easy copying to a Bill. For more information about searching for IBR Decisions, see the Help Article: IBR Decisions Page Explained.
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This will navigate directly to the Billing Provider Settings.
Step 2. Expand the ‘Incomplete Bill Settings’ section
Step 3. Click ‘Billing Documents’
Step 4. Click the ‘Add Document’ button
Step 4. Enter the ‘Document Description’ and the Document Type
Create a naming convention which allows easy identification of the Documents stored in your library.
The default Report Type is OZ-Support Data for Bill. In the Report Type drop-down list, select the most accurate Report Type.
Upload the file by clicking ‘choose file(s)’, or drag the file(s) in.
Step 6. Click ‘Upload’ to finalize adding the document to your Library
Step 6. To delete a document from ‘Documents,’ select the Document and then click the trash can button
Confirm deletion by clicking ‘Delete’
No more hunting for documents!