Upload and View Documents

 

Use this guide to upload and view documents to RI UHIP.

 

 

From the Home Page access the Admin Dashboard screen and click on the Tasks tab.

 

The following administrative tasks include functionality to upload supporting documents for Appeals, Exemptions, Eligibility Determination, Data Verifications, and Account Notes. In addition, the Employer account creation procedure allows uploading documents at various points.

 

 

Upload Documents Process Steps

 

To upload support documents to an account:

 

1.      From the Admin Dashboard click the Tasks tab.

 

2.      In the Tasks tab, browse the tasks list to locate the task to which documents are to be uploaded.

 

3.       When the task is located, click on the task Type link.

 

·        The Task screen is displayed.

 

The Task screen is different for each task type.

 

 

4.      In the Task screen, locate the Upload Documents section.

 

5.      Click the Browse button.

 

·        A pop-up is displayed to browse files on the computer.

 

6.      Select the file to be uploaded.

 

·        The pop-up screen disappears.

 

7.      Select a document category from the Document Category drop-down menu.

 

8.      Click the Upload button.

 

·        The uploaded document is now visible on the screen.

 

9.      Repeat steps 1 to 8 to upload additional documents to an account.

 

Results of the Procedure

 

Support documents are uploaded to the account.

 

 

 

 

 

 

 

 

 

 

View Documents Process Steps

 

To view documents associated with an account:

 

1.      Click the Manage an Individual Account link in the Admin Dashboard.

·        The Account Search screen is displayed.

2.      Enter search criteria for the account:

a.      Select the account role from the Role drop-down menu.

b.      Enter the account holder’s first name in the First Name textbox.

c.      Enter the account holder’s middle name in the Middle Name textbox.

d.      Enter the account holder’s last name in the Last Name textbox.

e.      Enter the account holder’s date of birth of in the Date of Birth textbox in the format MM/DD/YYYY or select it from the calendar.

f.       Enter the account holder’s social security number in the Social Security Number textbox in the format XXX-XX-XXXX.

g.     Enter the account number in the Account ID textbox.

h.      Enter the Application Received Date from and the Application Received Date to fields in the format MM/DD/YYYY or select them from the calendar.

 

None of the fields to enter/select search criteria is mandatory; however, at least one must be selected or entered for the search to be completed.

 

 

3.      Click on the Search button.

·        Accounts that match the criteria are displayed.

 

After the results are displayed, the search criteria can be modified by manually entering the new information. To clear the criteria, click the Reset button.

 

 

4.      Select the radio button adjacent to the account.

 

5.      Select View Documents from the Admin Functions dropdown menu and click Submit.

 

·        The documents associated with the account are displayed.

The user can save the displayed .pdf document to his/her computer.

 

 

 

Results of the Procedure

 

Documents uploaded to an account are displayed.