SMART MEDICAL CONSUMER - For Medical Expense Management, Education, and Information

MyDocs Help

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Upload a document to MyDocs

You can store the documents regarding your medical expenses into MyDocs, such as statements or invoices from your healthcare providers, claims and explanation of benefits from your insurances, statements from your pre-tax health saving accounts.

Filing such documents, as is, will help especially for disputes, tax deductions, and reimbursements from health saving accounts.

If you have online access to such documents at your providers', insurances' and pre-tax saving accounts' websites:
- save the document to your personal computer;
- if the document has an html (like) copy, we highly recommend to save it in that format.
Else, if you have only a paper copy:
- scan the document and save the document to your personal computer;
Click on the "Store a Document" link in MyDocs;
- at the "Store a Document" page, upload the document from your computer to MyDocs;
On the "Add Document Information" page, fill in the data, so that you can easily search and find the documents later on:
- Document Date: examples:
  - Statement's date, sent date
  - Insurance claim date, explanation of benefits sent date.
  - If the document does not have a date, you might use the last service date that appears on the document.
- Patient Name:
- Sender:
  - If the document is a provider statement or invoice, the name of provider
  - If the document is an insurance claim or explanation of benefit, the name of the insurance
  - If the document is from a pre-tax saving account, the name of the institution which manages/offering the account.
- Tags: You can use tags to classify the documents and as clues to search them later on efficiently. You can add, change and remove tags any time you wish
  - Recommended tags: We highly recommend to use the following tags to classify the documents whether a document is from a healthcare provider like a doctor or hospital; or whether the document is from an insurance; or whether the document is from a pre-tax saving account:
    - Provider
    - Insurance
    - Pre-tax account
  - Other tags: examples:
    - Let's say you have a statement from your provider with an invoice that you wish to question. You might tag the document as "check", or "call the provider".
    - Once you have contacted the provider and a resolution is pending, you might delete the tag "check" or "call the provider" and add another tag like "under dispute".
    - If the provider resolves the issue, you might delete the tag "under dispute".
  - Read also the help on How to enter a new tag, edit a tag and delete a tag and How to tag a document and remove a tag from a document
- Notes: If you want to keep any notes about a document, you can enter data into the notes field of the document any time.
  - Example: Let's say you called and challenged the provider for an invoice on the document, you might type in the explanation you heard over the phone into the notes field

Document Format

Whenever possible, we recommend filing documents in a text format, such as html, into MyDocs. This will help us to offer you a number of features, which may be impossible or not as reliable with image file formats like pdf and JPEG.

Edit the information about a document

If you want to change the information about a document (e.g., change your Notes, or tag the document):

on "Display All" page, find the document
click any of the links under the columns "Document date", "Patient" or "Sender", to go to the "Edit Document Information" page.

How to tag a document and remove a tag from a document

How to tag
- If the tag you want to use exist in the list of tags
  - Highlight the tag you want to select
  - You can select more than one tags from the list by highlighting the tags you want to choose
  - Push the "Save" button
- If the tag you want to use does not exist in the list of tags, read How to enter a new tag, edit a tag and delete a tag
How to remove a tag
- Go to "Edit Document Information" page
- Tags you marked your document with are listed below the "Sender" box, preceded with an X
- To remove any of these tags, push the X preceding that tag.
- Note that removing a tag from a document does not delete the tag from the list of possible tags.

How to enter a new tag, edit a tag and delete a tag

How to enter a new tag (if the tag you want to use does not already exist, in the list of tags):
- Click "Add/Edit Tags" button
- On the "Edit Your Tags" page,
  - Type the new tag into the data entry box
  - Push "Save" button
  - Push "back" arrow on the bottom of the page, to go back.
How to delete a tag: Be cautious when deleting a tag, since it will delete it both from the documents marked with this tag and from the list of tags. Be aware deleting a tag is different than removing a tag from a document.
- Click "Add/Edit Tags" button
- On the "Edit Your Tags" page,
  - Push the "Delete" link next to the tag you want to delete.
  - Push "back" arrow on the bottom of the page, to go back.
How to edit a tag: If you want to modify a tag you already added:
- Click "Add/Edit Tags" button
- On the "Edit Your Tags" page,
  - Push the "Edit" link next to the tag you want to delete.
- Push "back" arrow on the bottom of the page, to go back.

Automatic data entry from the documents in MyDocs into MySMC:

At this time, our automatic data entry from html like documents stored in MyDocs to MySMC is limited to online documents from:

Memorial Sloan Kettering (MSKCC) Physician Billing.
DeltaHealthSystems
UnitedHealthcare

We will offer a more refined and extended interface for automatic data entry in a short while.

Memorial Sloan Kettering (MSKCC) Physician Services Statements:

At PerYourHealth.com website, go the Account Information tab
click on the "view details" link for the statement you want to upload to MyDocs
save the page by using your browsers "file save as" function, with "Web Page - complete: option.
Upload the document to MyDocs.
To automatically enter the invoices on this uploaded document from Memorial Sloan Kettering Cancer Center into MySMC, you can use "post it" link.
- You will see the values guessed for
  - The fields of each invoice
  - Which invoices are new
  - Which invoices are changed
  - Which invoices are the same as before
- Check the values guessed. If any of them is incorrect, type in the correct value
- Push the "save" button.

DeltaHealthSystems:

At DeltaHealthSystems website, go to the page of the claim/explanation of benefit you want to upload to MyDocs
Using your browser's "save as" function, save the file as "Web Page - HTML Only" to your computer
Using MyDocs' "Store a Document" link, upload the file into MyDocs
To automatically enter a claim stored as described above from DeltaHealthSystems, you can use "post it" link.
- You will see the values that will be entered into a new claim record in MySMC.
  - Since DeltaHealthSystems online claims do not contain a service name, "N/A" is placed into service box. You can change it to a different service name if you wish.
  - Check the values guessed. If any of them is incorrect, type in the correct value.
  - Press "Save"

UnitedHealthCareSystems:

At myuhc.com website, go to the page of the claim/explanation of benefit you want to upload to MyDocs
Go to the "View My Claims" view.
For each claim in the summary view that has a status of "Processed" you can download the html using the following method:
- Click on "More Details" which will bring up a "Claim Detail" window.
- From your browser window, save the page and choose the option to "Save As WebPage, HTML Only" to save the HTML to a file on your computer. We recommend renaming the file as something useful, for instance, the doctor and/or date of the claim.
Using MyDocs' "Store a Document" link, you can now upload the file into MyDocs as described previously.
To enter a claim stored as described above from www.myuhc.com, go to "Display All" in MyDocs, and click the "Post to MySMC" link.
- You will see the values that will be entered into a new claim record in MySMC.
  - Check the values that are displayed to you. If any of them is incorrect, you have an opportunity to correct them before saving.
  - Press "Save"

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