Documents
Document Tracking.
Set up customizable document lists and track previous versions, and send requests to providers through the MedTrainer platform.
What are Mandatory Documents?
Mandatory documents are documents dicatated by the administrators to be mandatory by all providers.
How to upload a document?
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
Step 3: Select Provider Profile
Step 4: Select the Documents tab
Step 5: Select the Request button to the right of the document.
Step 6: Attach the document file and input the document due dates
Step 7: Select Upload Document
Note: If the required document does not exist please contact support@medtrainer.com.
How to request a document?
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
Step 3: Select Provider Profile
Step 4: Select the Documents tab
Step 5: Select the Upload button to the right of the document
Step 6: Select who the request should send to
Step 7: Select the documents that need to be requested
Step 8: Select the Send Request button
How to cancel a requested document?
Only the user that receives the document request can cancel a request by selecting the Trashcan icon within the request link.
Can you send a partial list of documents as a normal user?
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.
How to delete a document?
Documents can be deleted by selecting the Trashcan icon.