Billing paperwork lives in two places in SaRA, depending on what you need.
1. Billing justification PDFs (per-patient, per-cycle)
On the Billing page, the Ready to Bill and Billed tabs both offer a PDF export (the download icon at the top right of the table). It downloads a ZIP of billing justification PDFs you can attach into your EMR.
The export matches what you're looking at: it's scoped to the month selected in the billing tab and respects your current provider, search, and patient filters. Change the month or filters first, then export.
Already marked items as billed? Use the export on the Billed tab — you can re-download justification PDFs there without unmarking anything.
2. Uploading a document (everyone can do this)
Every team member has a Documents page in the left navigation. Use it to upload paperwork — for example a signed payer enrollment form you were asked to send back — up to 50 MB per file, including by dragging the file anywhere onto the page. Your own uploads stay listed there, so you can always confirm what you've submitted and download it again.
3. The company document library (Owners and clinic admins)
Documents that SaRA's billing team prepares for your practice — such as payer enrollment forms and claim paperwork — are delivered to the company document library, where admins also see everyone's uploads and any items awaiting a signature.
Who can see the full library: account Owners and clinic admins — any team member marked "Admin" on at least one clinic — via the same Documents page or Manage > Documents. If you're not an admin, you'll see only your own uploads there; ask your practice's Owner or a clinic admin for anything delivered to the library, or message us through the in-app chat and we'll help.
Each document has a Download button.
Items awaiting your signature show a Sign button and a status badge, and move into the document list once completed.
Need something the filters can't produce?
If you need documents for a custom date range or a specific set of patients that the on-screen filters don't cover, message us through the in-app chat with exactly what you need and we'll pull it for you.