Many of the providers using Justice Bolt proactively upload documents like bills and records to their patients’ cases. If providers have not uploaded the documents a Justice Bolt user needs, the user can request documents from the provider through the Documents tab or via the Actions button.
From the Documents tab
The user chooses which case they would like to request documents for and click the Documents tab.
Click on the 'New' button and a dropdown menu will be visible. Choose Document Request.
Once the user clicks on the Document Request option, a pop-up like this will appear:
The user can choose from the dropdown menu which lienholder they'd like to request documents from or the user can add a new provider to the case through this as well.
After choosing a provider or adding one, the user can upload their client’s HIPAA release and a Letter of Request along with a note that will be sent to the provider letting them know they’ve requested documents.
Using the Case Action button
On the case page, the user will see three buttons available on the upper-right side - History, Chat, and Actions.
Through the Actions button, the user can also choose to request documents from lienholders. It'll basically show them the same steps discussed above.
Once the provider has uploaded documents and completed the request, they will receive an email notification letting them know the documents are available. Ensure that Justice Bolt is not marked as spam in the email host or that the email notifications are turned on in the account settings.
Documents that providers share with a law firm will remain in the “Documents” tab so that they can access them whenever they need to.
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