Use a document order when you prepare the document after the patient pays, such as a long form or a copy of records. The patient pays first. You upload the finished document, and Docnote releases it to them. Creating the order takes about 2 minutes.

Working in PS Suite? Use Prepaid Service in the patient's chart instead. See How do I send a prepaid service request from PS Suite?

Create the order

1. In the sidebar, click Service Requests, then New service.
2. Fill in Contact Details and click Next.

3. On Request Type, choose Document Order and click Next.

4. On Service Details, pick the service and click Add, then click Next. You don't attach anything yet.

5. On Review & Send, click Send request.

The request is Awaiting payment, and the patient gets an email with a link to pay.

Upload the document once paid

When the patient pays, the request moves to Awaiting document. To see every order waiting on you, click Awaiting document at the top of the Service Requests list.

1. Open the request and click Upload & complete.
2. Click Add file and choose the finished document. You can add up to 5 files (PDF, JPEG, PNG, TIFF, DOC or DOCX), 10 MB each and 30 MB in total.

3. Click Next, check the summary, then click Upload & complete.

The status changes to Complete.

You can also attach the document from PS Suite. See How do I send a prepaid service request from PS Suite?

Check the file before you complete

Completing the order releases the document to the patient right away.

What happens next

1. Docnote emails the patient that their documents are ready, with a secure link.
2. The patient downloads the document and their invoice. The document stays available for 30 days. See How do patients receive their documents?

What your patient sees

See When will my document be ready?