Request Form
Share For for Request Form Form URL
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Admin Icon select the Share Form 4. Choose sending method - Phone or Email For SMS - Enter the Phone Number For Email - Enter the Email Address 5. Click the Send ...
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
Delete Request Form Document Types
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Admin Icon select the Document Types 4. From the Action Column select the Delete Button in the dropdown. 5. Click the Delete button at the bottom of the dialogue box. ...
Edit Request Form Document Types
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Admin Icon select the Document Types 4. From the Action Column select the Edit Button. 5. Edit the information on the dialogue box 6. Click the Update button at the top of the ...
Add Request Form Document Types
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Admin Icon select the Document Types 4. Click on the "+" icon located on the top right of the table. - Add name of Document Type and press add 6. Click the Add button at the top ...
Archive a Request Form Record
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Request Column select the Archive Button in the dropdown. 4. Click the Archive button at the bottom of the dialogue box. Record will be Archived immediately
Delete a Request From Submission
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Request Column select the Delete Button in the dropdown. 4. Click the Delete button at the bottom of the dialogue box. Record will be Deleted immediately This cannot be undone!
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 ...
Mark a Request From Submission Completed
1. Navigate to the Patient Submission 2. Go to Request Form 3. From the Request Colum select the Complete Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box. Record will be Marked Completed immediately
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 ...