How to Upload a File in the Availity Portal

1. Log in to the Availity portal.

2. Click on Claims & Payments, then select Send and Receive EDI Files.

3. Select the organization name and click Submit.

4. On the Send and Receive Files page, click the folder Send Files.

5. Choose the file you want to upload and click Submit to send it to Availity.

6. Check the receive files folder for Availity’s response

If you have any questions or issues during the process, check the batch status and ensure that you have followed each step correctly. 🚀

by Harold

Restrict user due to missing HR documents.

Name: Restrict user due to missing HR documents.
Description: How to restrict user actions if they have missing or expired documents.
Difficulty: Easy
Duration: Less than 2 minutes
Summary:
1. Go to the Agency's Dashboard.
2. Click on Configuration.
3. Scroll down till HR Documents.
4. Click the Edit button of the document(s) you would like to restrict the user if it is missing or expired.
5. On the new window, enable the “Restricts” feature.
6. Finally, click on “Update”.

Important - These restrictions do not apply to Administrators of the Agency.

Restrict user actions due to missing or expired documents.

Step 1: Go to the Agency's Dashboard.

Step 2: Click on Configuration.

Step 3: Scroll down till HR Documents.

Step 4: Click the Edit button of the document(s) you would like to restrict the user if it is missing or expired.

Step 5: On the new window, enable the “Restricts” feature.

Step 6: Finally, click on “Update”.

by Editor

Reset Password

Name: Reset password
Description: How to reset the password for your account over Office Puzzle
Difficulty: Easy
Duration: Less than 1 minute
Summary:
1. Navigate to your login URL (Example: demo.officepuzzle.com)
2. Click Reset Password
3. Enter your email address and click Continue
4. Check your email and click on the link
5. Enter the new password