How do I submit a Service Canada request?
This request type is for forms sent to Service Canada like CPP Disability Form. Similar to the OHIP requests this is for documentation purposes that ensures that finance can accurately track your uninsured services.
Completing a Service Canada Form
- Select Requests on the left-hand side of the dashboard. Next, choose Service Canada as the type of service in the request tab. Select the patient's name using the dropdown if they already have an account or manually enter the patient's name.
- Enter the recipient's information using the dropdown menu. If the request is to be mailed, we recommend entering the contact details, including the company name, and noting that the request will be mailed. You can either use the office email address as the contact information or enter a placeholder email address.
- You can upload the document now or wait and upload the final document once the request is submitted. Scroll down to Service Details, select the type of form, and the billed to section will auto-populate to Service Canada. Assign staff and primary care provider and submit the request.
- After submitting the request the status of the request will change to Pending Verification. You can change this to In Progress.
5. Review the Request Details to ensure accuracy.
6. Upload the final document once it is completed and create an invoice. On the Invoice Notes you can enter any required information like a SIN number for example. Hit save and change the name of the invoice if needed.
7. Create the final document Mark As Submitted.
8. After marking the request as submitted the request will be updated to pending payment. The request is now complete until payment is received.
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