Send a request without leaving PS Suite. The Docnote toolbar in the patient's chart opens a form that already has the patient's details. This takes about 2 minutes.

Not using PS Suite? Send the request from the Docnote portal instead. See How do I send a service request with Docnote?

Before you start

• The Docnote custom forms must be installed in PS Suite, and each practitioner's site number and professional ID must be set up in Docnote. See How do I install the Docnote custom forms in PS Suite? and How do I add my site number and professional ID?
• The patient's chart needs an email address.

Pick the right button

The Docnote toolbar in the chart has one button for each kind of request, plus Invite:

Button	Use it to
Services	Bill for one or more services, and attach documents if you have them.
Prepaid Service	Have the patient pay first, then attach the document later. See How do I send a prepaid service request from PS Suite?
Rx Renewal	Renew prescriptions and fax them to the pharmacy after payment. See How do I send a prescription renewal from PS Suite?
Letter / Note	Write a letter or note on your letterhead. See How do I send a letter or note from PS Suite?
Missed Appt	Bill a missed-appointment fee. See How do I bill for a missed appointment from PS Suite?
Invite	Invite the patient to create a Docnote account. Nothing is charged. See How do I invite a patient to Docnote from PS Suite?

The steps below use Services.

Fill in the request

1. Open the patient's chart and click Services 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. Pick a service and click Add. Add more than one if you need to.
5. Optional: if the work took extra time, add it under Additional Professional Time as 15-minute blocks.
6. Optional: under Documents (Optional), attach up to 5 files. Click Add from Chart to attach a note you've green-barred in the chart, or Browse... to pick a file from your computer.

7. Optional: under Notes to Patient, add a short note. The patient sees it on their payment request.

Send it

1. Click Create Request.
2. Check the summary, including the email the request will go to, and confirm it.

3. The form shows Request Submitted with the request number.

Billing setup incomplete?

The practitioner's deposit account isn't finished, so the request can't be created yet. See How do I set up my deposit account?

What happens next

1. Your patient gets an email with the amount and a link to pay.
2. The request appears on the Service Requests list in the Docnote portal, with Telus PS Suite as its request source.
3. When the patient pays, the status changes to Paid and any attached documents are released to them.