The Provider Paperwork section is designed to securely store essential administrative and operational documents for your organization. Examples of files stored here include payroll tax forms required for state remittance and location-specific paperwork needed for regulatory compliance. By organizing and securing such documents, this section enhances administrative efficiency and supports adherence to legal requirements.
Creating Provider paperwork
Providers can create Forms, Fillable PDFs, File Requests, and Resources along with uploading Tax forms to the different tabs listed which match the different file types.
Security and Access Permissions
To ensure data integrity:
Admins Only: Access is restricted to admins to protect sensitive data from unauthorized access.
Custom Roles: For specific users who require access, consider creating a custom admin-based role with caution.
To create a paperwork file in your Provider paperwork section:
Ensure documents stored here pertain only to administrative functions and compliance needs. Direct teaching staff to use the Staff Paperwork section for their documents, while documents intended for students should go in the Student Paperwork section to avoid misplacement.
Navigate to the Paperwork tab
Click on Provider paperwork
On the top-right of the screen, click on the blue Create button
Select the type of file you'd like to create:
Uploading submissions to provider paperwork
The files under the Provider paperwork section can have different submissions uploaded to them for your records.
Provider Forms
Provider Forms
Navigate to the Paperwork tab
Click on Provider paperwork
Click on Forms
Locate the file, and then click on the blue Add submission option on the same row
You'll be prompted to complete a blank version of that form
Provider Fillable PDFs
Provider Fillable PDFs
Navigate to the Paperwork tab
Click on Provider paperwork
Click on Fillable PDFs
Locate the file, and then click on the blue Add submission option on the same row
You'll be prompted to complete a blank version of that PDF
Provider File Requests
Provider File Requests
Navigate to the Paperwork tab
Click on Provider paperwork
Click on File Requests
Locate the file, and then click on the blue Add submission option on the same row
You'll be prompted to submit a file
Viewing submissions on Provider paperwork
To view submissions to the Provider paperwork:
Navigate to Paperwork
Click on Provider paperwork
Click on the file type you want to view the submission for
Forms
Fillable PDFs
File Requests
Resources
Click on the arrow next to the name of the file on the left-hand side
This will open the submissions view to view all submissions to that file
Click on View to view the submission
Editing submissions on Provider paperwork
To edit submissions on the Provider paperwork:
Navigate to Paperwork
Click on Provider paperwork
Click on the file type you want to edit the submission for
Forms
Fillable PDFs
File Requests
Resources
Click on the arrow next to the name of the file on the left-hand side
This will open the submissions view to view all submissions to that file
Click on Edit to edit the submission
