When a patient has paid for a document you prepare afterwards, such as a completed form, upload it to the request. Docnote then emails the patient a secure link to download it. It takes about 2 minutes.

Before you start

• The request is paid, and its status is Awaiting Document. Docnote doesn't release a document before the patient pays.
• Have the finished document saved on your computer. You can upload up to 5 files, 10 MB each and 30 MB in all, as PDF, JPEG, PNG, TIFF, DOC or DOCX.

Find the request

1. In Docnote, click Service Requests.

2. Click Awaiting document above the list to show only paid requests that still need their document.

3. Click View on the patient's request. The page says the patient has paid, and asks you to upload the completed document.

Upload the document

1. Click Upload & complete.

2. Click Add file and choose the document, or drag it onto the upload area. Add more files the same way if you need to.

3. Click Next.

4. Check the summary, then click Upload & complete.

The request's status changes to Complete.

Check before you confirm

Uploading completes the order and releases the files to the patient straight away. Make sure you've chosen the right patient's request and the right files.

What happens next

1. Docnote emails the patient a secure link to their document.
2. The patient opens the link and downloads the document, and their invoice.
3. The document stays available to the patient for 30 days. After that, Docnote removes it.

Upload from PS Suite instead

You can also attach the completed documents from the patient's chart. Click Prepaid Service on the Docnote toolbar, and attach the documents to the paid request. You can pick a document from the chart or browse for a file. See How do I send a prepaid service request from PS Suite?

What your patient sees

Your patient gets an email with a link to their document. See How do I download my document?