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Document Routing

Elissa Toder
Modified on: Fri, 18 Feb, 2022 at 2:47 PM

When documents are uploaded and not assigned to a chase, you can take advantage of our document routing automation. This automated process attaches documents to chases without manual intervention. If disabled, documents will go directly to document intake.

 

TABLE OF CONTENTS


Document Routing Page Overview

  1. Bulk: When documents are uploaded via our Bulk Upload tool and are not associated to a chase.  
  2. Fax: When documents are received via fax
  3. FTP: When documents have been received via fax
  4. Mail: When documents have been received via mail 
  5. Provider Gateway: When documents have been received via a Provider Gateway Submission

 

Enable/Disabled Automated Document Routing

  1. Use the toggle to enable or disable
    • Green = Enabled
  2. When prompted, click Yes


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