Filing a Documentation Request for Orders
Go to DME and open the Documentation Requests tab from the sidebar. This will take you to documentation requests dashboard.
At the top right, you'll see the Add Request button. Use it to open the Documentation Request Form.
Fill out the form. Use the Create Request button to submit.
In the form, you'll need the following details:
Practice - Select the practice from the dropdown list. You can use the search button to find the right practice.
Order - Select the order you with to appeal. The dropdown list will show you a list of orders under the practice you selected. It will show the patient name and order number. You can use the search button to find the right order.
Payer - Select the payer from the dropdown list. You can use the search button to find the right payer.
Status
Priority - Select from Low, Normal, High, and Urgent
Requested Date - Date of request submission
Due Date
Title
Payer Request Reference - Payer's reference number
Request Summary - Describe what documentation is being requested
Instructions - Any special instructions for handling this request
Tracking Number - Tracking or confirmation number
Reason Code - Code or reason for request
Notes
File Attachments - If needed. Can upload PDF, Images, and Word documents up to 20mb each file.
Order's Documentation
Accessing Orders
To see Orders list, go to DME tab, open Orders Page.
Filtering and Sorting Orders
Filtering Orders
The orders list will show you all orders. You can use the following filters to manage the list.
Search Bar - Use if you're looking for a specific order to process.
Pick a date - Filter by Date Ordered. Can be a range too.
Status - Filter by status.
Not Ready to Ship
Purchase Shipment
Awaiting Shipment
Shipped
Delivered
Billed
Underpaid
Denied
Needs Resubmission
Resubmitted
Created by Mistake
Appealed
Invoiced
Completed
Returned
Denied Final
Uncollectible
Provider - Filter by Provider
Practice - Filter by Practice
Sorting Orders
The Orders List contains key information for each order. You can sort the list by column. Just click on the following and select if you want to sort it in Ascending or Descending order.
Order # – Unique identifier for the order.
Date Ordered and Appointment Date.
Status – Current stage (e.g., Purchase Shipment, Completed, Awaiting Shipment).
Patient
Provider
Practice
Primary / Secondary Payer and Payment details.
Active Insurances.
Order Overview
Once you selected an order you wish to process, open it and it will take you to the order overview.
The order overview shows the following pages:
Details
Shipment
Documentation
Medical Billing
Audit Logs
View
Documentation Dashboard
From the order's overview, go to the Documentation tab. This will take you to the Documentation dashboard.
In the Documentation Dashboard, you'll see the list of documentation for the order. You can create or generate each file by clicking on it. Each button links you to forms.
Complete the form and submit.
You can also find the Documentation Request dashboard at the bottom section. You can follow the above process for Documentation Requests for this section.
Documentations Available for Creation
Wound Assessment
Written Order
Order POD Documentation
Packing Slip
Audit Packet Cover
1500 Form
Claim Lines
Managing Available Documents
Once a document is available, you will see the buttons for downloading file, open file in new tab, edit file, and delete file.
