Documents

The purpose of the documents tab is to house all mandatory Provider documents requested by the Admin. All documents are dictated by the Admins to be mandatory by all providers. Admins will be able to record and track documents On File, Active, Missing, Expiring, and Expired. 

• i icon - shares details of the location(s) the document is required by.

• arrow pointing down - allows Admins to view the file (document) 

• plus icon - shares document versions

• document icon - Logs the activity performed on the document 

• arrow pointing up icon - Allows you to upload the file 

• toggle icon - enable the toggle if the document is not applicable to the Provider

• trashcan icon - delete the document / file 

• paper / pencil icon - allows you to edit the documents information 

If the document was configured in the locations tab > mandatory documents tab, follow the steps below.
Step 1: Log in at MedTrainer 

Step 2: Select MT Credentialing > Provider Profile

Step 3: Select the Documents tab

Step 4: Under the Actions column, select the upload icon (arrow pointing up) 

Step 5: Fill out the fields and upload the document

Step 6: Select the upload button to save

Note: If the required document does not exist please contact support@medtrainer.com.

Step 1: Visit the Providers Profile > Documents tab
Step 2: Select the New Document button
Step 3:  Fill in the fields & upload the document
Step 4: Select the upload button

The Add Request button found in the Providers Profile, allows Admins to request document(s) from a Provider, Admin., or even a request to an external Admin (someone outside of the mt system).

You also have the option to send email reminders: every 3 days or weekly, until the request has been fulfilled. 

Documents can be uploaded by the administrators that have access to the provider profile. 

Step 1: Log in at MedTrainer 

Step 2: Select MT Credentialing > Provider Profile

Step 3: Select the Documents tab

Step 4: Select the Add Request button 

Step 5: Select who the request should sent to, the documents associated with the request, reminders (id needed), and you may carbon copy any internal / external members to this notification 

Step 6: Select the Send Request  button

In the Providers Profile > Documents tab, reminders can be found by selecting the Reminders for Requests button. 

Only the user that receives the document request can cancel a request by selecting the Trashcan icon within the request link. 

Users will have to cancel the request for requested document in order to only return a partial number of documents. 

Note: The administrator of the account will have to resend the document request for the missing documents.

Documents can be deleted by selecting the Trashcan icon. 

The documents module in mt | credentialing will share an overview of all credentialing documents expired, expiring, missing, active, and on file per Provider (employee). 

Yes. Under the options column, you will see an arrow icon, select that icon to upload the document.

Note: All tabs: Expired, Expiring, Missing, Active, and On File will have this option for upload.

Emails regarding: 

• Licenses - Admins by location/Employees if enabled

• Document requests/expiration - Providers 

The email notification cadence: 

• Prior to expiration date: 90, 60, 30, 15 days

• On the expiration date

• After the expiration date: The system will send daily reminders (notifications via email) of the expired document(s).

The email notification will include a list (titles) of documents expiring or that have been expired.