Microsoft Outlook open the e-mail the FILE tab save the e-mail as a PDF to the desktop select UPLOAD DOCUMENT from the VBMS ACTIONS drop down menu complete the UPLOAD DOCUMENT index value fields, including the mandatory fields CATEGORY TYPE, and – SOURCE, and click the UPLOAD button. Upon successful upload, delete the PDF Note: from the desktop. Note: Converting Microsoft Word documents and emails to PDF for immediate upload to the eFolder reduces the processing delays associated with printing and shipping a paper copy to the scanning vendor. Claims processor must use Adobe Acrobat XI Pro to do a single-step PDF conversion and Microsoft OneNote should only be used when Acrobat Pro is unavailable. If a file name conflict occurs, choose the KEEP BOTH, REPLACE EXISTING or CANCEL UPLOAD button that appears in prompt box, as applicable. For more information on References: uploading eFolder documents, see the , and index value fields, see the , and . c. Handling a Upon identification of a misfiled document in VBMS, take immediate action Misfiled to relocate the document to the correct claims folder. Electronic Document Use the table shown below when handling a misfiled electronic document Identified in identified in VBMS. VBMS If misfiled And Then transfer the document to the … document appropriate location by ... belongs to a … different action is selecting the DOCUMENTS link no eFolder in required clicking the checkbox for the document that VBMS is being moved clicking ACTIONS selecting MOVE on the drop down menu
Microsoft Outlook open the e-mail the FILE tab save the e-mail as a PDF to the desktop select UPLOAD DOCUMENT from the VBMS ACTIONS drop down menu complete the UPLOAD DOCUMENT index value fields, including the mandatory fields CATEGORY – TYPE, and SOURCE, and click the UPLOAD button. Note: Upon successful upload, delete the PDF from the desktop. Note: Converting Microsoft Word documents and emails to PDF for immediate upload to the eFolder reduces the processing delays associated with printing and shipping a paper copy to the scanning vendor. Claims processor must use Adobe Acrobat XI Pro to do a single-step PDF conversion and Microsoft OneNote should only be used when Acrobat Pro is unavailable. If a file name conflict occurs, choose the KEEP BOTH, REPLACE EXISTING or CANCEL UPLOAD button that appears in prompt box, as applicable. References: For more information on uploading eFolder documents, see the , and index value fields, see the , and . c. Handling a Misfiled Electronic Document Identified in VBMS Upon identification of a misfiled document in VBMS, take immediate action to relocate the document to the correct claims folder. Use the table shown below when handling a misfiled electronic document identified in VBMS. If misfiled document belongs to a … And … Then transfer the document to the appropriate location by ... different eFolder in VBMS no action is required selecting the DOCUMENTS link clicking the checkbox for the document that is being moved clicking ACTIONS selecting MOVE on the drop down menu