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- Click the "Inbox" link
- Click "Doc Upload" to upload a document to the inbox
- Click "Add Files" and Browse for the local file(s)
- Select "Pending Docs" from the "Destination" dropdown menu
- Select the provider you have access to in the "Send to Provider" dropdown menu
- Click the "Start Upload" button (a)
- In the main inbox window, click the "HL7 Lab Upload" link
- Browse for the local HL7 Lab file and select it for upload
- In the "Lab Type" dropdown select the type of lab you are uploading
- Click the "Upload" button (b)
- Match the document and the lab to a demographic in the system
- Open up the demographic Master Record and click "Export This Demographic" (c)
- Select either (CMS Spec 4.0 or E2E format)
- Click the "Check All" button - (select all options export categories when exporting the demographic)
- Click "Export" to save the file locally
Failure Steps:
- failure result: The labs and or documents are not opened/displayed for signing and saving (editing)
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