CRM Files

Overview

Files can be uploaded as part of the CRM page for a Facility (KB686).  The CRM Files page lists all files which have been uploaded to the platform for Facilities.

Steps

• Go to the Administration tab ⇒ Facilities subtab.
• Click on the Facility Files link at the top of the listing, above the filter options.
  
• The Facility CRM File List page will load. 

Options

• Filters:  Once a filter is selected/entered click Search.
  • View: 
    • File List:  Lists all Facility files for the selected view.
      
    • Summary:  Summarizes the number of each file type uploaded.
      
  • File Type:  Options include:
    • Access Authorization Forms (AAF)
    • Account Information Sheet (AIS)
    • ACH/Electronic Payment Auth (ACH)
    • Business Associate Agreement (BAA)
    • Credit Application (CA)
    • Exhibits (E)
    • Incident Report (IR)
    • Legal (Legal)
    • Non-Disclosure Agreement (NDA)
    • Service Agreement (SA)
  • Expiration:  An Expiration Date can be set for files uploaded. Options include:
    • Expired
    • Not Expired
    • All
  • Facility
  • Description
  • File Name
    

• Click the File Name to download/open that file.
• Click the pencil icon to modify file attributes:
  
• Click the red X to delete the file.