Provider Form Reports: Request for Documentation

The Provider Request for Documentation Report can be used to print a Provider Request for Documentation.

This feature will only be used by agencies with Provider Payment Programs (APP, CalWORKs, etc). When this functionality is not needed, CARE Administrators can hide the page by setting View rights to "No" for all users.

To create a new Provider Request for Documentation:

1. From the Provider Reports Menu, select the Request for Documentation Report. The report criteria form will be displayed.
   
   
   
   
2. Enter the date created.
   
   
3. Enter the effective date.
   
   
4. Select the address to use for the provider. Choose Main or Mailing.
   
   
5. Enter text in the Text field -or- select a template and click the Copy Template button. This text will be displayed on the Request for Documentation. 
   
   
6. Click the Select Documents button to select the documents to include. The Select Required Documents Popup Form will be displayed.
   
   
   
   
7. Select the documents to include from the "Available documents" list on the left and use the arrows to move the documents to the "Documents assigned" list on the right.  
   
   
8. Click the Save and Close button to return to the Provider Request for Documentation report criteria form.
   
   
9. Click the Display Report button.
   
   
10. Once the report is displayed, you will have the option to print or save a copy to your computer.

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