Knowledge Base

Providerlink - Training Materials for Payors

13th October 2026

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PAYOR

The training materials below provide detailed instructions and information on how to use ProviderLink in your daily work in a payor facility. Click on the name of the training material in the Title column to view a specific training guide, tip sheet, or WBT (web-based training video).

TRAINING GUIDES

User training guides and manuals provide detailed instructions on how to use ProviderLink in your daily work (users) or administer the ProviderLink system (facility administrators). You will need the Adobe Reader software installed on your computer to view and download the training guides. Click on the name in the Title column to view a specific training guide.

Title	Description	File Size
Facility Administrator	This training guide is for facility administrators. It includes a basic overall introduction to ProviderLink and covers the characteristics and roles of facility administrators and the methodology behind setting up and maintaining your ProviderLink facility. The guide also includes instructions on using the e-Forms Designer feature.	936 KB
Virtual Fax Service	This training guide is for users at facilities who use the ProviderLink Virtual Fax Service. It provides a basic overall introduction on how to use the Virtual Fax Service features in ProviderLink (e.g., processing, renaming, moving, and deleting faxes in the facility Incoming Fax Folder).	1.3 MB

TIP SHEETS

ProviderLink Tip Sheets are detailed documents, which show you how to perform a task in a step-by-step manner. Tip sheets that pertain to all users are listed under "Generic." All others pertain to providers located in a specific state. You will need the Adobe Reader software installed on your computer to view and download the training guides. Click on the name in the Title column to view a specific tip sheet.

Title	Description	File Size
Generic
Clear All Patients From A Work List	Procedure for clearing all patients from a work list all at once using the Clear work list function (for Domain and Facility Administrators only).	125 KB
Create a Template	Procedure for using ProviderLink to create templates.	190 KB
Merge and Unlink Patient Records	Using ProviderLink to merge and unlink patient records.	201 KB
Process Claims Attachment Requests	Using ProviderLink to process claims attachment requests.	198 KB
Process Medical Records Requests and Responses	Using ProviderLink to process medical records requests and responses between providers either online or by fax.	46 KB
Post Acute Search Best Practices	Best practices for using the Post Acute Search feature.	36 KB
ProviderLink Frequent Tasks	Four-page quick reference guide to commonly used ProviderLink features and workflows.	86 KB
Using Patient Folders	Explains the patient folder feature and provide some "Best Practices" for implementing folders as well as highlighting the workflow differences to help users better understand this new feature.	130 KB
Using System Fax-Only Feature	Using ProviderLink's system fax-only Feature to perform a nationwide search for skilled nursing facilities.	273 KB
Virtual Fax Service - Using	How to use ProviderLink Virtual Fax Service (VFS).	184 KB

WBTs - Web-Based Training Videos

The WBTs are training videos you view using your Internet Explorer browser. The videos are primarily for users new to ProviderLink to learn the most common features that relate to skilled nursing providers. Each videos is a five to ten minute "Flash" movie, and requires a Flash player, which usually comes pre-installed in most web browsers. Click here to view the available courses.