Get paid before you complete a longer form or prepare a copy of records. Send the request from the patient's chart in PS Suite. Once the patient pays, attach the completed document from the chart, and Docnote releases it to them. Sending the request takes about 1 minute.

Not using PS Suite? Order the document from the Docnote portal instead. See How do I order a document for a patient?

Before you start

• The patient's chart needs an email address. The form reads it from the chart.
• The Docnote custom forms must be installed in PS Suite. See How do I install the Docnote custom forms in PS Suite?

Send the request

1. Open the patient's chart and click Prepaid Service in the Docnote toolbar.

2. Under Patient Information, check the patient's name, date of birth and email. The payment link goes to this email.

3. Under Practitioner, check the practitioner. The doctor you're signed in as, or signed in under, is already selected.
4. Under Create Pre-Paid Document Request, choose the service. You don't attach anything yet.
5. Optional: add a short note for your patient. The patient sees it on their payment request.
6. Click Create Request. The form shows Request Created — Pending Payment.

Docnote emails your patient a link to pay. If they don't pay right away, Docnote sends them reminders. When they pay, Docnote emails you that the request is ready to complete, and its status is Awaiting document.

Attach the document once paid

1. In the patient's chart, green-bar the completed document.
2. Click Prepaid Service in the Docnote toolbar.
3. Select the paid request.

4. Add the document from the chart, or browse for a file on your computer, and attach it.

Check the file before you attach it

Attaching the document completes the request and releases it to the patient right away.

You can also upload the document from the Docnote portal. See How do I upload a completed document?

What happens next

1. Docnote emails your patient that their document is ready, with a secure link.
2. Your patient downloads the document and their receipt. 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?