Your Docnote self-service guide.
How do I track form requests?

Select Requests on the left-hand side of the dashboard to view the progress of the requests. This will bring you to the requests overview screen that shows the progress of all the requests on Docnote. 

 

 

 

Pending verification- the request has been created/received, but the staff has currently not started working on it yet (patients receive an email update when services are moved to this folder)

 

In Progress- this means that the assigned person has started working on it (patients receive an email update when services are moved to this folder)

 

Waiting for signature - the doctor has to review/sign the forms (this feature is hidden from the patient’s view) 

 

Pending payment- a request for payment has been sent to the payee and the office is awaiting payment (patients receive an email update when services are moved to this folder)

 

Final review- status signifies that the form has reached the last evaluation stage before completion (not seen on the patient side of Docnote)

 

Complete- indicates that all necessary actions and steps related to the request have been successfully finished