Submitting a Request Form Form
1. Navigate to the Patient Submission
2. Go to Request Form
3. Select the Setting icon and from the action dropdown select Live.
Note - This will take you to the "Request Form" form
Patients can also access this form from your website
Users can send an invite from dashboard to patients
- Fill out the whole form
Note: All fields in red are "required" and yellow are "optional" to fill up!
Submitter Information
Submitter will receive status notifications via SMS/Email
Request Information
Document types can be customized from admin settings
- Select Submit once the form is completed
Records will show in dashboard
Related Articles
Submitting an Appointment Request
1. Navigate to the Patient Submission 2. Go to Appointments 3. Select the Setting icon and from the action dropdown select Live. Note - This will take you to the "Appointment Request" form Patients can also access this form from your website ...
Generate Request Form PDF
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Request Column select the PDF Button in the dropdown. - PDF will be generated and available to download
Resend Request Form Notification
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Request Column select the Send Button in the dropdown. - Enter the Email Address 4. Click the Send button at the bottom of the dialogue box. Notification will be emailed ...
Submitting an Authorization Release
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. Select the Setting icon and from the action dropdown select Live. 4. Fill out the form Note - This will take you to the "Authorization Release" form Patients can also access this ...
View a Request Form Submission
1. Navigate to the Patient Submission 2. Go to Request Form 3. Select View Request - User can view the submission details