Bulk Upload

Elissa Toder

Modified on: Tue, 27 Feb, 2024 at 7:57 AM

Here is where you can perform bulk upload Documents by Chase ID, Client Chase Key, or for Document Intake.

TABLE OF CONTENTS

Bulk Upload Page Overview

Bulk Upload Page Overview

Retrieval Method: This is where you select the original retrieval method. This is where the document originated from.
Format Type: This is where you select format type: Chase ID, Client Chase Key, Document Intake, or Image File Name. This determines how your file is labeled.
Optionally include up to 8 Document Tags
File upload ‘drop-zone’

Upload Using Chase ID

Select Retrieval Method
Select Format Type: Chase ID
Optionally include up to 8 Document Tags
Drag and drop files or click browse to select from local computer
Click Submit
- Files that do not pass validation will display on a results table indicating the reason it was not uploaded. E.g., Password protected
You Upload request will process under Jobs, located at the top of the screen
Job Type will display as Bulk Intake

Upload Using Client Chase Key

Select Retrieval Method
Select Format Type: Client Chase Key
Optionally include up to 8 Document Tags
Select Project
Drag and drop files or click browse to select from local computer
Click Submit
- Files that do not pass validation will display on a results table indicating the reason it was not uploaded. E.g., Password protected
You Upload request will process under Jobs, located at the top of the screen
Job Type will display as Bulk Intake

Upload Documents for Intake

Select Retrieval Method
Select Format Type: Documents for Intake
Optionally include up to 8 Document Tags
Drag and drop files or click browse to select from local computer
Click Submit
You Upload request will process under Jobs, located at the top of the screen
Job Type will display as Bulk Intake

Upload by Image Name Provided on Load File

Select Retrieval Method
Select Format Type: Image Name
Optionally include up to 8 Document Tags
Drag and drop files or click browse to select from local computer
Click Submit
- Files that do not pass validation will display on a results table indicating the reason it was not uploaded. E.g., Password protected
You Upload request will process under Jobs, located at the top of the screen
Job Type will display as Bulk Intake

Notes
Max upload size per Bulk Upload is 1.5 GB.

The upload speed is expected to be at least 10 Mbps in order to upload charts smoothly into the system.

User Permissions
Administrator

Lead: Client Lead, Clinical Lead, Retrieval Lead

Manager: 3rd Party Manager, Call Center Rep Manager, Document Intake Manager, Document QA Manager, EMR Manager, Field Technician Manager, Medical Record Review Manager, Overread Manager, Client Overread Manager, Project Manager