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Assigning provider returns forms

Learn how to assign provider return forms to individual or multiple providers to ensure timely completion of required documentation.

Written by Billy Dilks

Assigning provider return forms ensures the correct provider receives and completes the required documentation.

  1. For individual assignment: Open provider details and go to Provider Returns; click Assign Form and select the form.

  2. For bulk assignment: Click Bulk Assign Forms in the Provider Directory.

  3. Select the form from the dropdown.

  4. Filter providers as needed.

  5. Tick checkboxes to select providers.

  6. Click Assign Form and confirm in the modal.

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