Welcome
Login  Sign up
  1. Help Center
  2. Solution home
  3. Reveleer Knowledge Base
  4. Projects

Provider Packet Settings

Julie Glass
Modified on: Thu, 23 Dec, 2021 at 9:04 AM

Here you can configure your provider packet. It is broken into 5 sections: Cover Letter, Authorization Letter, Member Details, Document Request Guide, and Chase Cover List. You can download a preview from here.

Provider Packet


TABLE OF CONTENTS


Provider Packet Overview
  1. Cover Letter: Here is where you can enable and configure Cover Letters for Provider Packets, 3 templates total.
  2. Authorization Letter: Here is where you can Add or Remove Authorization Letters from a Provider Packet
  3. Member Details: Here is where you can enable and define what member details are included in the member pull list
  4. Measure Instruction Sheet: This is a supplemental document letting providers know what documents we need for each Measure

 

Preview Provider Packet
  1. From Project > Provider Packet
  2. Click Preview, a PDF will begin to download

 

  

Cover Letter

Cover Letter - Initial Setup
  1. Select Yes, to include a Cover Letter
  2. Use the Checkboxes to select or unselect fields to be included on your Cover Letter
  3. Optionally, edit labels
  4. Select Cover Letter Template: Initial Request, Follow up, or Past Due
  5. Add Cover Letter content 
  6. Click Save
    • Repeat step 4-6 for additional template setup

 

Copy Cover Letter Settings from Another Project
  1. Select Project from list
  2. Click Apply
  3. Click Save

 

 


Authorization Letter

Authorization Letter – Include Letter
  1. Select Yes, to include an Authorization Letter
  2. Click Upload
  3. Select PDF file from local computer
  4. Click Submit
  5. After Upload, click Save

 

 





 

Authorization Letter - Replace Letter
  1. Click Upload
  2. Select PDF file from local computer
  3. Click Submit
    After Upload, click Save

 



Authorization Letter - Download Letter
  1. Click the download icon located to the right of the file name


 

Member Details

Member Details – Initial Pull List Setup
  1. Select Yes, to include a Member Details
  2. Use the Checkboxes to select or unselect fields to be included on your Member Pull List
  3. Optionally, edit labels
  4. Click Save

 

Member Details – Edit Header Labels
  1. Use the Checkboxes to select or unselect fields to be included on your Member Pull List
  2. Edit desired fields
  3. Click Save

 

Copy Member Settings from Another Project
  1. Select Project from list
  2. Click Apply
  3. Click Save

 



 

Document Request Guide

  1. Click Yes, to include the Document Request Guide in the Member Pull List. It is included by default.
Graphical user interface, application Description automatically generated

 

Add Documents to be Requested
  1. Select Yes, to include a Measure Instruction Guide
  2. Select Measure
  3. Click + icon to add new Document Request
  4. Enter Document Request
  5. Enter Time Frame From date
    • Defaults to Measurement Year
  6. Enter Time Frame To date
    • Defaults to Measurement Year
  7. Click Save
  8. Click + icon to add additional document requests. Repeat steps 2-7 until all measures have been setup

 



 

Edit Document Requests
  1. Select Measure
  2. Edit Labels
  3. Remove Documents
  4. Add Additional Documents
  5. Click Save

 

 

Remove Document
  1. Select Measure
  2. Click ‘X’ located to right of document request line
  3. Click Save

 

 

Copy Document Setting from Another Project
  1. Select Project from list
  2. Click Apply
  3. Click Save

 



 

 

 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.

Related Articles