How to Submit Records

Last Updated: Apr 18, 2014 01:52PM EDT

Submitting Your Records

Once you sign into your account, click “Click Here” next to your requirement.
Please be sure to click and read the Important! View Approval Guidelines section of your account to see what forms can be uploaded or faxed and what forms must be mailed.

Need a Blank Form?

If you do not have your own form and need a blank form, select "No, click for instructions to get started" to get the PDF file of the blank form. 

Uploading Your Form

When you are ready to upload your completed document, click "Yes, Submit"

On the next screen, select "Upload" (if you want to upload your record). Make sure you have already scanned and saved your document to your computer; accepted files in addition to PDF are png, jpg, jpeg, bmp, gif.

To upload your record, click "Browse" to search your computer for the file. If you need to upload multiple files (because there are multiple pages to your record) you have the option to upload those additional files.To choose an additional file, click "Add Another", and another box will appear; click "Browse" and search for the additional file. Once you have added the necessary file, click "Upload File(s)".

When you click "Upload File(s)your file will be uploaded into the requirement and you should see a "Saved Successfully" confirmation on the next screen. Click "Close" to go back to your Tracker. 

 

Faxing or Mailing Records

To fax or mail your records, log into your account and click “Print and Sign” next to your requirement.


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Click "Yes, Submit".

On the next screen, select "No, Fax/Mail" (if you want to fax or mail your record to Magnus Health). 

On the next screen, select "Yes, Download Coversheet"


The PDF file will open in it's own window. The first page of the downloaded form is the coversheet.  This coversheet is required to process your records by fax or mail. The fax number will be automatically generated on the coversheet. The mailing address is also located on the coversheet along with important information and instructions regarding the fax/mailing process. You do not need to use the second page if you have your own form. 


Warning: Your personalized coversheet has a bar code that is unique for your Magnus Health Account and the requirement.  This bar code ensures your records are uploaded to the correct account for the appropriate.  Please ensure you submit the appropriate coversheet for each of your requirements by confirming the requirement name on the coversheet matches the requirement forms that are submitted with it.