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Document Sorting & Management

Julie Glass
Modified on: Fri, 17 Dec, 2021 at 4:13 PM

 

TABLE OF CONTENTS

Document Sorting & Management

View Large Thumbnails

  1. Click the thumbnail icon located at the bottom to expand the view
  2. Click the single view thumbnail to collapse view
  3. Alternatively, you can double-click any thumbnail to return to the document view


 

Sort Documents

  1. Click the thumbnail icon located at the bottom to expand the view
  2. Using the dropdown, select the document you would like to view
  3. Click the thumbnail icon to return to document viewer or double-click any thumbnail


 

 


 

Send Page(s) back to Document Intake

  1. Click the thumbnail icon located at the bottom to expand the view
  2. Click Manage toggle
  3. Select Desired Pages
  4. Select from the following options:
    1. Incorrect Member
    2. Invoice
    3. Illegible
    4. Send Pages to Document Intake
  5. Click Go
    1. Pages have now been moved to Document Intake
    2. They will show as ‘unassigned’
    3. The abstractor can continue abstracting for that measure even though those pages were moved




 

Remove Page(s)

  1. Click the thumbnail icon located at the bottom to expand the view
  2. Click Manage toggle
  3. Select Desired Pages
  4. Select “Remove”
  5. Click Go
    1. Pages have now been removed
    2. They will show as ‘ignore’ on Document Intake 
    3. The abstractor can continue abstracting for that measure even though those pages were removed




 


 

 


 

 

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