Organize and Upload Financial Documents

There are some things that will be extremely beneficial in the carehelping process. One of the key ways that you can make your journey as smooth as possible is organizing your financial documents.

It is crucial to organize your financial documents and store them in an accessible and secure location.

Online document storage is the most secure, accessible, and efficient option for organizing your important documents because:

  • You can access your documents from anywhere in the world.

  • Your documents are safe from damage, theft or loss.

  • You can grant access to other members of your family, or even friends that may need them in the process of taking care of your loved one.

  • Having electronic copies of your documents, allows you to electronically deliver them to authorized professionals prior to your visit, which streamlines your check-in process.

  • Some documents can be automatically updated by authorized medical, legal, or financial professionals.

CaringSource suggests using our approved document storage option, Magnus Health Portal. You will receive a discount by using the CaringSource coupon code. In addition to offering a full array of medical document services, the Magnus Health Portal allows you to store all CaringSource documents with your membership.

Remember to upload your documents to Magnus Health Portal so that all of your important documents are in an accessible, secure location.