Document Inbox for DMIS

Authorized workers should use this procedure to search for Unprocessed document notifications in the Document Inbox.

 

Any documents uploaded via the Document Upload Detail will be marked Processed by the VaCMS.

 

Process Steps

  1. From the Left Navigation, click DMIS then select Document Inbox.
  2. Choose a View.

 

Best practice is to choose Client ID when uploading documents into the VaCMS.

 

  1. Enter the appropriate Case / Client #, Tracking #, Review # or Vendor # based on the Entity selected in Step 1.
  2. Enter additional search parameters as desired.
  3. Click Search.

 

For each set of documents submitted together for a particular Individual (or Fraud Investigation / Appeals case) the VaCMS will generate one Document Inbox entry. If a customer uploads multiple documents via CommonHelp for an existing case in one session, it will generate one Document Inbox item. The document type and subtype for the item will be displayed from the primary document.

To view each individual document in the Document Inbox, select the radio button for the record you wish to view, then click View Item Details.

 

For documents indexed with a Client ID, the VaCMS reviews all the active cases for that individual and creates a corresponding Document Inbox item for each active case.  Each item will be assigned to the case locality rather than the document locality.

 

To mark an item as Processed:

  1. Click the radio button to the left of the item you want to mark Processed.
  2. Click Processed to remove the item from the Inbox.

 

An error message appears if you attempt to mark an item Processed that does not have an Entity ID.

 

To view additional details:

  1. Click the radio button to the left of the item you want select.
  2. Click View Item Details.
  3. The Document Inbox Item Details page appears.

 

Results of the Procedure:

The user has located the Unprocessed item in the Document Inbox

Updated: 08/03/2015