Quick Form 

1. Quick form requests have the auto send feature built into the request. Once the patient has paid, the form is automatically sent to the patient.

Standard Requests  

1. Once you have created your request, under the Final Documents tab you can click if you want to send all final documents to the patient and 3rd party upon payment. 

1. Change the status to pending payment. The patient will receive an email notification asking for payment on form. The patient or 3rd party depending on who was selected will receive a notification to make payment on the request.