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Assigning provider returns forms

In this article, we explain provider return forms.

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Written by Billy Dilks
Updated over a month ago

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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