Provider Portal (Preferred Method)

Upload Medical Record Directly using Provider Portal

1) Ensure you are uploading only medical records in response to our medical record request with .PDF extension.

2) The first page of the .PDF file must be the medical record request letter you received from EXL Health, which contains the 2D barcode.

3) Medical record invoices need to be submitted separately. This can be done via SFTP or Mail methods, described in the links above.

4) You may receive several medical record request letters. Each letter pertains to a request for a claim associated with a unique reference key. The system requires that each medical record request be in a separate .pdf file and uploaded individually. To facilitate this, the system will allow you to upload multiple files at the same time.

Note: Uploading the document with an incorrect reference key or barcode page may result in the medical records being attached to the wrong audit.

5) Reference keys expire after 120 days from the date on the medical record request letter. After 120 days, you will not be able to upload the medical record using that key.

6) Document must follow the following naming convention:

• BARCODEID.PDF(Preferred)
• PatientName_AuditID.PDF

Provider Portal Medical Record Submission Process

1) Click on https://exlhealthproviderportal.exlservice.com/ link from the Internet Explorer or Chrome browser.

2) You will be navigated to the authentication page. The EXL Health Provider Portal uses multi-factor authentication to meet with required security standards. This means you will be provided with on “key” on our medical records request letter (the “Reference Key”) and you will provide a piece of information NOT on letter, i.e. a dollar amount or date related to the claim being audited. This allows our system to validate that you are responding to the appropriate audit.

3) On the authentication page, enter the user name, reference key, related key and a valid email address for user authentication.

4) You will find the reference key on the footer section of medical record request. It will be 16 characters long separated with hyphen (-) and labeled with “Reference Key”.

5) You will be given a choice of related key values in a dropdown field. You can choose any one field from the list and enter its respective value in the corresponding textbox.

The system will validate the keys you have entered, please type carefully.

6) Upon successful validation, you will be redirected to the medical record upload page with a disclaimer read and agree to before proceeding to the upload page.

7) On the upload page, you will be asked to enter the reference key. Please enter the reference key and upload its respective medical record including 2D barcode page, as previously described.

8) If you want to upload medical record for a different medical record request, you can click on plus (+) icon and repeat the process as mentioned in above point.

9) Once you have entered all documents to be uploaded, click the Upload button.

10) Upon successful upload, you will see the list of medical records that you have uploaded with its respective entered reference keys.

Provider Portal (Preferred Method)

Electronically upload medical records through the SFTP site. For SFTP set up, please refer to the Electronic Submission section. It is important that you adhere to the following guidelines when sending medical records electronically via the SFTP Site:

1. Ensure medical records are in the correct order as listed.

2. The file name should be the same as the barcode number.

3. Medical Records should only have a file extension of .PDF. DO NOT save them as .DOC or compress in a ZIP file.

4. You may receive several medical record request letters; however, each letter pertains to a request for a claim associated with a unique identifier (barcode). As a result, each .PDF file should contain the medical records and information for only 1 patient.

Electronic Submission

Secure File Transfer Protocol (SFTP) is a popular method of transferring files between two remote systems. SFTP ensures file transmissions are secure by encrypting data to prevent unauthorized access during the transmission. For SFTP set-up, follow these steps:

• Request an SFTP account by sending an email to SFTP.Support@exlservice.com. The EXL Health SFTP Support Team will email you the username, password and detailed instructions on how to establish a secure connection with the EXL Health Server.
• Send a test file named as 1234567890 to EXL Health through the established SFTP connection. The test file should only be in a .PDF format
• Receive confirmation from the EXL Health SFTP Support team that your test file was received within 24 hours and you are ready to send your medical records electronically. If you have not received a confirmation within 24 hours, please contact us at SFTP.Support@exlservice.com

Paper Copies – US Mail / UPS / FedEx

1. Medical records should be separated by patient with the barcode transmittal as the first page and be free of staples.

2. If there are multiple claims in the requests, you may use a clip or rubber bands as a separator.