Quick forms are often completed for patients requiring a sick note. Patients can request one directly through Docnote or directly with the office depending on office policies.

1. To start a Quick Form go into the Request tab on the left. 

1. If the patient has an account you can select their name from the drop down. If they have not created an account yet you can finish your request and an email will be sent to them notifying them to create an account. 

1. Upload the Quick Form once completed and saved on your computer. Select the type of Service Details and any additional fees or discounts. 

1. If the patient does not have an account a pop up will appear asking you send an invitation to view this request. 

1.  If you select cancel it will bring your back to the request you will then have to cancel and resubmit the request once the patient completes their account. If you select continue the patient will receive the notification to join Docnote to view the request. 
2. The status will then change to Pending Account Creation. 

7. Once the patient completes their account and completes payment the status will automatically update to Complete.