Once you have sent out electronic document requests to the Provider, they will immediately receive and be able to access them using CareConnect, via the web or using the mobile application. Providers can review, view and complete the documents electronically within their CareConnect account.

After the Provider completes and submits a document from CareConnect electronically back to you, you will receive them in CareControl to review and process the documents from the Provider.

A. Receiving a Document from the Provider

1. Receiving and accepting an electronic document

Once Providers submit an electronic document back from their CareConnect account, the documents will immediately be available in CareControl with the status of the “Pending” requested documents changed to “Received”.

All electronic documents received in CareControl can be accessed through the Documents Module regardless of entity and record owners.

If you are assigned as the document owner, you will also receive it directly in your workspace under the Home Module > Documents Received section:

1. After accessing the Home Module > Documents Received section, you will see a list of all electronically “Received” documents assigned to you specifically.
   ❗️TIP: “Documents Received” section under the Home Module is a subset of the “Received” Tab under the Documents Module, and it is pre-filtered to only show documents assigned to you unlike in the Documents Module.
2. In this list, all “Received” documents are ordered by the oldest received document at the top with:
   1. A hyperlinked Document Name: This hyperlink will open a slide-out bar from the right to view the content of the electronic document submitted from the Provider.
   2. A hyperlinked Entity Name: This hyperlink will open the Provider record in a new tab in your web browser.
3. When viewing the received document content in the slide-out bar, you will be able to Accept it at the top of the expanded document slide to begin accepting the document.
   
   
   
   
   1. A new Accept Document window will appear with options to Add a Case Note or Send a Notification Message.
   2. Click Accept once more time to change the document status.
   3. The last window displayed is the Save To Files window, asking if you want to save the accepted document into the “Files” tab in the Provider record.
      
      
      
      
4. Change any of the fields as necessary, then click on Done button to save the document into the Provider record. This will complete the document and change the status to Accepted, where it can be viewed from the All subtab.
   1. Clicking Cancel or exiting the window will still accept the document, but will not save it into the “Files” tab. The document can still be viewed in the All subtab.

2. Receiving and accepting a physical document

1. Upon scanning the completed documents or after receiving them from an external source, enter the “Files” tab.
2. Click on the Upload File button to start the upload. Give it a name, the appropriate category and tags, and set it as Sent if it’s to be printed for a provider, or Received if the document has already been completed.
   
   
   
   
3. After the file has been uploaded, it will save into the list of files for you to view and make any changes. Click on the document name to open the preview window.
   
   
   
   

   1. Select the Annotate option at the top of the preview window to annotate the document and add any necessary changes. Any annotations made will save as comments within the expandable section to the right.

      
      
      
      
   2. The buttons to the top-right of the preview window allow you to print the document, download onto your computer with or without annotations, and view the details of the form along with its logs.

B. Rejecting a Document from the Provider

1. Rejecting an electronic document

1. If anything erroneous is found with the document upon review, click on Reject to start the process of sending the document back to the provider.
2. The Reject Document window will appear asking to Add a Case Note or Send a Notification Message if selected. Click Reject again to send the document back to the provider.
   
   
   
   
3. The status of the document will change to Rejected and fill back into the Pending subtab.
   1. On the CareConnect side, the document will fill back into the Received tab for the Provider to resubmit.
4. Wait for the provider to resubmit the document back to CareControl.

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C. Sending a Follow-up for a past due Document to the Provider

CareControl also allows you to send reminders to providers to complete any pending documents before the due date passes.

1. Within the “Documents” tab, select all documents from the list to send a reminder for and click on the Send Reminder operational button. You may only do this for Pending documents.
   
   
   
   
2. Similar to the option to send a message while sending a document, a window will appear asking to send through Email.
   1. All documents selected will automatically fill into the Content box.