In this article we provide a guide on how to upload a synchronous GFE document
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Navigating to GFE from the client screen
Navigating to GFE from an appointment
Uploading a Synchronous GFE document
Adding information from sync GFE to Moxie Suite
Synchronous GFE review options
Log into your Moxie Suite account here then follow along with these steps.
Navigating to GFE from the client screen
1. Within the Global Nav, click on Clients
2. On the client screen, click the search bar, type the client's name, and select the correct client card from the results.
3. Click on the card for the client
4. On the client's detail page Click on the GFE tab. Proceed to the Uploading a Synchronous GFE document section.
5. Within the Global Nav, click on Schedule. Locate the appointment in your schedule and click on it.
6. On the appointment details page click on the GFE tab.
Uploading a sync GFE document
7. Once you've reached the GFE section using your preferred method, scroll down slightly to find the Synchronous GFE document uploads section. To start, simply click the Upload document button then select the completed GFE file from your computer.
8. After uploading the file you'll be taken to the Sync GFE Document Details page. Here you'll see the uploaded document. You'll also be able to select the date of the GFE review.
9. Click on date of the synchronous GFE field and select the date of the review.
❗Important - It is important to enter the date the review occurred and not the date it was uploaded into Moxie Suite. The date entered is what we use to automatically expire the document at the appropriate time.
10. Next you'll add any additional services that were part of the sync GFE. As the image below shows we include services that require a sync GFE by default.
11. To add a new service, you can either search for it or simply scroll down and click on it.
12. Once all the services included in the sync GFE review have been added, click Next to continue.
13. Once you've completed the previous step, you'll be directed to the GFE Review page. Here, you'll need to refer to the uploaded GFE document and start by selecting all the diagnoses added by the reviewer. To add a diagnoses click the toggle so that the background shows purple.
14. Click on Next after adding all of the diagnoses added by the reviewer on the uploaded GFE PDF.
15. On the next page, you'll mark services and products as either indicated, not indicated, or contraindicated based on what the reviewer marked on the GFE document. To mark a service as contraindicated, simply click the toggle next to the service name.
✏️ Note - All services and service products are indicated by default.
16. To manage service products click on the pencil icon on the right of the service
17. In the pop-up, you'll need to toggle any service products that were either contraindicated or not indicated by the reviewer based on the uploaded GFE document.
❗ Important - If a service product wasn't included in the review, be sure to mark it as not indicated. Never use a service product to treat a client that they are not indicated for.
18. After updating the service products click on the Save button
19. Follow this process of contraindicating or not indicating services and service products based on what the reviewer noted in the GFE document. Once done, click the Save button.
20. A popup will appear asking you to confirm that the service types are correctly marked based on the official GFE document. Simply click Yes, confirm to verify and complete the GFE sync process.
21. You'll be taken to the Client details page, where you'll see the newly added synchronous GFE review. This review will display the date it occurred, the expiration date (1 year from the review date), and the services included in the review.
22. By clicking on the ellipses to the right of the uploaded sync GFE review you'll have a variety of options. Including the ability to View the GFE document, Edit details, or expire the document manually.
23. We will focus on the expire document process as the other two simply allow you to review the uploaded GFE document or make updates to the Sync GFE Document Details page.
24. When you click to expire a document, a pop-up will appear, letting you know that any services or service products marked as not indicated or contraindicated will be changed to needing review, and the document will be expired.
❗Important - As shown in the image, this process is not reversible, so please ensure you want to manually expire the document before proceeding.
Watch this video on uploading a sync GFE document in Moxie Suite