Provider Packet Settings

Here you can configure your provider packet. It is broken into 5 sections: Cover Letter, Authorization Letter, Member Details, Document Request Guide, and Chase Cover List. You can download a preview from here.

Provider Packet

TABLE OF CONTENTS

• Provider Packet
  • Cover Letter
  • Authorization Letter
  • Member Details
  • Document Request Guide

Provider Packet Overview

Cover Letter: Here is where you can enable and configure Cover Letters for Provider Packets, 3 templates total. Authorization Letter: Here is where you can Add or Remove Authorization Letters from a Provider Packet Member Details: Here is where you can enable and define what member details are included in the member pull list Measure Instruction Sheet: This is a supplemental document letting providers know what documents we need for each Measure

Preview Provider Packet

From Project > Provider Packet Click Preview, a PDF will begin to download

Cover Letter

Cover Letter - Initial Setup

Select Yes, to include a Cover Letter Use the Checkboxes to select or unselect fields to be included on your Cover Letter Optionally, edit labels Select Cover Letter Template: Initial Request, Follow up, or Past Due Add Cover Letter content  Click Save Repeat step 4-6 for additional template setup

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Authorization Letter

Authorization Letter – Include Letter

Authorization Letter - Replace Letter

Authorization Letter - Download Letter

Click the download icon located to the right of the file name

Member Details

Member Details – Initial Pull List Setup

Select Yes, to include a Member Details Use the Checkboxes to select or unselect fields to be included on your Member Pull List Optionally, edit labels Click Save

Member Details – Edit Header Labels

Use the Checkboxes to select or unselect fields to be included on your Member Pull List Edit desired fields Click Save

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Document Request Guide

Click Yes, to include the Document Request Guide in the Member Pull List. It is included by default.

Add Documents to be Requested

Edit Document Requests

Select Measure Edit Labels Remove Documents Add Additional Documents Click Save

Remove Document

Select Measure Click ‘X’ located to right of document request line Click Save

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