Sending service requests

Creating, sending, tracking and cancelling requests.

Service request basics

• How do I send a service request with Docnote?
• How long does a patient have to pay?
• How do patients receive their documents?
• How do I download the invoice for a request?
• Can office staff send requests for me?

Sending from PS Suite

• How do I send a service request from PS Suite?
• How do I send a letter or note from PS Suite?
• How do I send a prescription renewal from PS Suite?
• How do I send a prepaid service request from PS Suite?
• How do I bill for a missed appointment from PS Suite?
• How do I invite a patient to Docnote from PS Suite?

Where is my request?

• What does each request status mean?
• My patient says they never got the email
• How do I resend a payment link?

Mistakes and editing your request

• How do I update a patient’s email address?
• Can I change the services on a sent request?
• How do I retry a failed fax delivery?

Cancellations and refunds

• How do I cancel a request?
• How do I refund a payment?
• What happens when a request expires?

Service types and fees

• Which services can I charge for?
• How do I set my own fees?
• Where do the OMA fee guide amounts come from?

Prescription renewals

• How do I send a prescription renewal from the Docnote portal?
• How do I choose a pharmacy?
• Which prescription header is used?

Letters, notes and document orders

• How do I order a document for a patient?

Still stuck?

If something doesn’t look right, our customer support team can help. Contact customer support or email support@docnote.com.