Where are My Custom Forms?

If you have ordered any custom documents you may be wondering where to find them.

All forms and reports are created as templates that you will choose when creating a new document. After creating the document it will appear in the Documents section on the Claim Overview page.

To access or create one of your custom documents:

1. Go to the Overview page
2. Scroll down to the Documents section.
3. Click Generate Report.
4. Click PDF Report (unless you have a custom excel sheet)
5. You will see all your custom forms along with Encircle standard forms. 

Select a form and fill it in accordingly - It will appear in the list of documents after you save it.

Updated September 30, 2022 15:41