You can upload files to Avea. Files are either associated with a particular patient's treatment episode or with the Organization as a whole. Commonly uploaded patient documents include treatment notes, letters of authorization, and paper EOBs. Commonly updated organization documents include payer contracts, w-9s, and reports.
Patient Documents
Patient documents should be uploaded to the specific Treatment Episode that they apply to. These are often treatment documentation, letters of authorization, and other pertinent information.
- Open the Patient and click on the Treatment Episode tab.
- Open the desired Treatment Episode.
- Click on the Notes and Records tab.
- To add a Note, click Create Treatment Episode Note.
- Use the Type drop-down to select the note type: Billing, Clinical, or Status.
- Enter the Text of the note. The note will be visible to all users with access to view the patient regardless of type.
- Click Create.
- The note can be edited or deleted.
- To add a file, open the Files tab and click Add Treatment Episode File.
- Drag and drop the file into the Payer File box or click the Upload button to select from your computer files.
- Name the file.
- Select the file type: Document, Medical Record, Authorization Letter, or Payer Letter of Request.
- Depending on the file type, you may need to complete additional fields like associating a payer or UR plan.
- Add an optional description, then click Upload.
- You can download, view, edit, or delete the file.
Upload Payer, Practice, or Organization Documents
The Records Center allows you to house important billing documents not related to a specific patient like payer contracts, enrollments, and reports.
- Navigate to Records Center > Documents.
- Decide whether the file belongs in Payer Documents, Practice Documents, or Organization Documents, and click on the appropriate tab.
- Click Add File.
- Make the appropriate selections. The options will vary depending on which tab the file is uploaded to.
- Click Create to upload.
- Once uploaded, files can be downloaded, viewed, edited, or deleted.
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