Create a request in the Docnote portal for an uninsured service, such as a form, a note or a copy of records. Docnote emails your patient a secure link to pay. This takes about 2 minutes.

Before you start

• The practitioner's deposit account must be set up, so Docnote can pay them. See How do I set up my deposit account?
• You need the patient's first and last name, date of birth and email address.

Working in PS Suite? You can send the same request from the patient's chart. See How do I send a service request from PS Suite?

Start a new request

1. In the sidebar, click Service Requests, then click New service.

Add the patient

1. On Contact Details, enter the patient's First name, Last name, Email address and Date of birth.
2. Office staff also see Practitioner. Choose the practitioner the request is for.

3. Click Next.

Choose the request type

1. On Request Type, choose how the request is handled:
   • Standard: you bill for a service. You can attach documents the patient gets once they pay.
   • Document Order: the patient pays first, then you prepare and upload the document. See How do I order a document for a patient?
   • Prescription Renewal: Docnote faxes the prescription to the pharmacy after payment. See How do I send a prescription renewal from the Docnote portal?

2. Click Next.

Add the services

1. On Service Details, pick a Service and click Add. Add more than one if you need to. The total updates as you go.
2. Optional: under Attach files, select a document type, then click Choose files. You can attach up to 5 files (PDF, JPG, PNG, TIFF, DOCX or DOC), 10 MB each and 30 MB in total.
3. Optional: add a Note to patient. The patient sees it when they pay. Clinic notes stay inside your practice.

4. Click Next.

Review and send

1. On Review & Send, check the patient, the services and the total.
2. Click Send request.

3. You see Request Created with the request number. Click View service request to open it.

The request's status is Awaiting payment.

This account isn't able to accept payments yet

You see this when the practitioner's deposit account isn't finished. Complete it first, then send the request again. See How do I finish my Stripe onboarding?

What happens next

1. Your patient gets an email with the amount and a link to pay.
2. If they don't pay, Docnote sends reminders. See How long does a patient have to pay?
3. When they pay, the status changes to Paid and any attached documents are released to them.

What your patient sees

Your patient opens the link, checks the request and pays by card. See How do I pay my request?