Working New Patient Paperwork

AgileEMR: Working NPPW

Preface: If the patient does not sign their NPPW the response report below will not be sent

The email received will look like the below:

Double click on the PDF attachment of the patient responses
Download the PDF and save
Exit the PDF document. In the body of the email, click on the links under Files: and under Patient Signature: (as shown in the image below) to download and save them

Be sure to save everything in a folder you will remember where they are! You'll need to know when you go to upload files to the case (outlined below).

If no files were uploaded by the patient, there will be nothing listed under Files:

Save PDF attachment of patient responses AND any files they uploaded AND signature record if available to case files

Uploading NPPW files to Case Files

In the Case Files tab, click on the “Upload Administrative Documentation" button

This will open the “Upload a Document” window, where you can select Category, Document Type, and then choose the file you would like to upload.
- If you click on Medical Documentation by mistake, but you are uploading an Administrative Document, you can simply change the category type by clicking on the dropdown list under "Select Category"

The system will give you different Document Type options:
- For Administrative Documents: This includes registration forms and billing documents
- If you cannot find the Document Type in the list, there is an option for “Miscellaneous”
  - This will allow you to add your own Description as the Document name
Click the "Choose File" button and upload a file
- This is why you need to remember where you save your files. You will navigate to the folder you saved them in, and select them here to upload.
- You can only upload one file at a time - this process must be followed for each file you want to upload to the case
- Once a file is selected, click "Upload"

You should now see your uploaded file in the "Administrative Documents" section of the Case Files tab