Search

You can search for a specific Document Request by Reference #, Patient's Email, Last or First Name.

Request Pipeline

You can sort the request pipeline by either Documents Updated or Request Updated. Simply click on either column heading to sort in ascending or descending order. Each row in the Request pipeline is an independent patient request, that when clicked takes you to that request's details page. 

Request Details

By clicking through a patient in the Request Pipeline is where you can see specific details related to the patient's request and download the signed forms and uploads upon completion. You can also Re-notify the patient, in the event they may no longer have their original request email or serve as a reminder to the patient to complete their request. 

Lastly, this is where you could also Request More if new forms or additional forms and/or uploaded documents are needed. This is often utilized when patient authorization has expired and new permissions are needed.