Processing A Document:
To assign a document, first you must access your inbox.
To learn how to do this, read the "How Do I View My Inbox?" user guide.
Assigning A Document:
When a message is received, you will need to process the document to assign it to a client.
This can be done by selecting the "Process" button located underneath a message within the inbox.
You will need to assign the message to a client, you can do this by searching for their surname and then clicking Select. If it is a new client, you can easily add them by selecting the "Add Client" button.
You will also need to match the client to a provider, start by searching for their surname and then click Select. If they are a new provider, add them by selecting the "Add GP/Care Provider" button.
Classifying A Document:
Once you have assigned the document to its respective client and GP/Care Providers, you need to classify it. This can be done by selecting the Document Type from the drop down menu.
Once you have selected the document type, you can click "Save".
You have now processed a message from your inbox!