Completing a 3rd Party Request

1. Select  Requests on the left-hand side of the dashboard. Then select Create Request.
   

1. Select 3rd Party request option.
   

1. 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.
   

1. Recipient - enter recipient information. If you have not already added the recipient into the Contacts you can enter it manually. You also have the ability to add any Notes that are relevant to the request.
   

1. Add your file Attachments here.
   

1. 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.
   
   
   
2. Assign the team member and the Primary Care Provider then submit the request.
   
   

1. The 3rd party company will receive the request by email or fax. Once you receive payment, you update the status to In Progress.
   
   
   
2. Select Create Invoice. Enter the Company, Recipient Name, and Recipient Contact. The Company and Recipient information should already be uploaded through the Contacts tab.
   
   

1. Select all files you are going to send to the 3rd party. Once selected, click Create Final.
   
   

1. Once you’ve created your final document, a pop up will appear. Here you can change the name of your file document and adjust the documents in the order you want them to appear by clicking on the 3-lines and dragging to the top or bottom of the list. Select Save once you are done.
   
   
2. The status of your request is now In Progress. To send your final document to the 3rd party, click Mark As Submitted.
   
   
   
3. Select your final document to send to a 3rd party. Once you’ve selected your Final Document, click Send to 3rd Party.
   
   
   
   By clicking the 3 dots, you also have the option to View Document, Download Document, or Resend to Third Party.
   

1. Once you receive payment, select Mark as Paid. A pop up will appear asking “Are you sure you want to mark this request as paid?” Select Yes or Cancel.
   
   
   
2. Enter Payment Details. This may include cheque or transaction number.  Click Confirm or Cancel.
   
   
   
3. You’re done! The status is now marked Complete. You can see the Payment Details, along with
   the Submitted Status and the Payment Status.