Provider Upload – Process Document

Prepared For: Provider

Prepared by:
Advantmed Team
Contents
How to Upload Charts ..................................................................................................................................................................... 3
Maximum number of files & maximum size of one single file which user can upload at a time ........................................................ 6
How to generate Confirmation ID? .................................................................................................................................................. 7
How to rate Advantmed services & provide suggestions? .............................................................................................................. 10
What does Confirmation Receipt contain? ..................................................................................................................................... 13
Thank You! .................................................................................................................................................................................... 14

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How to Upload Charts?
 Provider Upload page will open once you use the below link mentioned on the Fax Packet; to open in any browser.

 Advantmed Provider Upload page will open up as shown below. Here, user has to enter “Provider ID” which is mentioned
on “Fax Packet”.

 Provider ID will be there on the top of the first page of the fax packet as shown below.

 User can also enter Password (password is required only when documents/records are password protected. If the file is not
password protected, kindly leave this section empty) & Comments (if user wants to share any), in below highlighted fields.

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  After entering Provider ID, user has to click on “Select File” button as shown below.

 File window will open up as shown below from where user can select files/charts, which need to be uploaded.
After selecting files/charts, user has to click on “Open” button as shown below. (If need to upload multiple files then
Press Ctrl & select files together).

 Here, user will be able to select any no. of files to upload but Provider Upload portal will take only 100 files to upload at a
time. Hence, kindly select max 100 files to upload at a time when you click on “Select File” button.
 Once, 100 files have been uploaded, below screen pops up, user can again click on “Select File” button to select more files
to upload if needs to be uploaded more than 100 files,
 Post uploading all the files, user can click on Generate Confirmation ID to generate receipt of the files which have been
uploaded successfully.

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Note: Except (.Exe) and (.DLL) all other frequently used file types are accepted for uploading charts. Such as pdf, tiff, xml, rtf, jpeg,
png, zip, rar, dot, ftx, ftm, doc, etc.

 Files/charts will be uploading as shown in below snap. Here, if user has uploaded any file/chart by mistake then user can
remove that file/chart by clicking on the Remove button as shown in below snap before it is uploaded and if user wants to
cancel all files then can click on Cancel button.

 Finally, the page will look as shown in below snap when all files/charts will be uploaded. Here also, if user wants to remove
any file/chart then can simply click on the delete button in front of that file.

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  If any file/(s) got failed to upload, status will be reflected as “Failed” as shown in below snap and user needs to re-upload
those file/(s).

Maximum number of files & maximum size of one single file which user can
upload at a time
 User can upload maximum 100 files at a time and each file should not be more than 100 MB. Upon exceeding the limit, a
pop up message will be reflected.
 Snap of Pop up message upon exceeding the number of files:

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  Snap of Pop up message upon exceeding the size limit of individual file:

Note: User may overcome this restriction by converting the file in Zip/Rar format but need to ensure that the size of Zip/Rar file
does not exceed 100MB.

How to generate Confirmation ID?

 User can generate Confirmation ID by clicking on Generate Confirmation ID button as shown in below snap. This option will
be available once uploading of charts/files is completed.

 A pop up will come up as shown below when user clicks on Generate Confirmation ID button. Here, user can generate
Confirmation ID in two ways:
1. By simply clicking on the Download Confirmation Details button:
a. User can download the confirmation receipt and save on his/her computer/laptop for future reference.
2. By entering Email ID in the box & clicking on the Yes button:
a. User can send a copy of confirmation id on desired email id by inserting the email address and clicking as “Yes”.

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 o If user clicks on “Download Confirmation Details” button, then a receipt will be generated & pop up will come up
as shown below.

o When user opens that file, the receipt will open as shown below.

o If user enters Email ID & clicks on Yes button, a pop up will come up as shown below and an email will be sent on
the Email ID mentioned in the Email box with Confirmation Receipt attachment.

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 o Email will look like as shown in below snap with Confirmation Receipt attached as highlighted.

o Upon clicking on the attachment, it will open up as shown in below snap.

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How to rate Advantmed services & provide suggestions?

 User can Rate Advantmed services in two ways as mentioned below:

I. By clicking on the “Sure” button as shown in below snap. This option will be available post generating and sending
the confirmation receipt on his/her email id, system will prompt user to attempt survey feedback by clicking on
“sure” button.

II. By clicking on “Rate Us” button as shown in below snap.

a. This option will be there as soon as user uploads records; user will see option/button as “Rate Us” and can
click on this button to fill up survey form.

 Upon using any of above two ways, user will be redirected to a new tab. New tab will open up as shown below.

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Note: User might have to allow pop up on his/her browser security section since the survey form will
open up in new tab/page in browser.

 Here, users can write their feedback based on their experience and submit it by clicking on “Submit” button.

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  After clicking on the “Submit” button, next pop up will come up as shown in below snap and user will be redirected to
upload page upon clicking on “OK” button

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What does Confirmation Receipt contain?

 Confirmation receipt contains below details:

1. Provider ID (which could be referred as future reference for tracking)
2. Confirmation ID
3. Date & Time when files/charts were uploaded
4. File Count
5. List of files/charts uploaded
6. Uploaded Status (If file/chart upload was Successful/Unsuccessful)
7. “Thank You” message with email id given to reach out in case of any questions or query

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 Thank You!

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