Adding Medical Documentation to the Referral

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You associate any medical documentation that the insurance company has provided directly with the referral. Using this technique, the files are available on-line whenever the referral is being reviewed.

You can associate either a single file or multiple files with a single referral - depending on how the system is configured.

1. Locate the Files field.

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The Lookup button is used to locate the file(s) from your local hard drive or network.

2. Click the Lookup button.