How do I create a standard form request?
Standard Requests are for forms that can be sent and billed to either the patients and 3rd party. The patient also stays updated on the status.
Completing a Standard Request
- Select Requests on the left-hand side of the dashboard. Then select Create Requests
- Select the Standard Request option
- You can select patients that have an account from the dropdown. If they do not have an account you have to manually enter the patient's information.
- Attach the original document to attachments that are saved in the computer. We recommend that you always save the original before it is complete just in case you need it again. If this document is to be sent to a 3rd party check the box and enter the 3rd party information. The names entered in the contacts tab on the left-hand side are all the 3rd party contacts that you’ve entered. If you do not have them in your contact list you can manually enter the 3rd party information.
- Assign the name of the form in Service Details this auto populate the cost. Select the billed information this can be the patient or 3rd party. Enter any discounts or additional fees.
- You then assign the team member and the Primary Care Provider then submit the request.
- If the patient does not have an account you will be prompted to send them an email asking them to join.
- Selecting continue will initiate the email asking the patient to join.
- The request will then update to Pending Account Creation.
- Once the patient has joined Docnote the status will update to pending verification. The office will receive notification that the account has been created.
- Change the status to In Progress so the patient is aware you are working on it.
- Create Invoice by selecitng the create invoice button on the right side of the dashboard.
- When the invoice is created there is a notes section for you to enter any additional information like a claim number for example. Hit save and the invoice will appear in the files section of the dashboard. Hit Save when the invoice is completed.
- Once the invoice is created and the final document is uploaded. You will want to create the final document by clicking on the files that you want included in the final. By dragging the handlesin the order you want them to appear.
- Once you have created the final document you will want to Mark As Submitted. This will send the final document to the 3rd party.
16. Once it is marked as submitted it gives you the option to undo it. The status with automatically update to pending payment.