Setup
Document review
Approve or return the licenses and required documents providers upload themselves; an upload counts toward their requirements only once an administrator approves it.
Providers can upload their own license copies and required documents. Each upload waits in Setup > Document Review until someone who manages providers looks at it, so a wrong or unreadable file never counts.
Review an upload#
The list shows the oldest uploads first, with the provider, what they filed it as, its expiry date and the file. Click the file name to open it.
- Approve: check what the file is and when it expires. Change Filed as when the provider picked the wrong document, correct Expires on if needed, add an optional note, then click Approve. The copy now counts on the provider's Compliance tab.
- Return: tell the provider what to fix, such as an expired card or a missing page, and click Return. The file stays on their profile marked returned, and they can upload a new copy.
Either way, the provider gets a notification.
Related#
- Staff documents sets which documents each provider needs.
- Providers shows each provider's documents and their status.