Medical Record Requests From Client Account

The Med Record Request feature allows users to easily make, send, and track medical records requests.

To submit a medical record request, click the Quick Links button, located to the bottom left from the client inquiry screen.

 

The Client Menu offers a link to the Med Records Requests list in the same section as the Inquiry and Demographics screens that will also bring you to the same place.


 

From there, select Med Records Request.


 

Here you'll see a list of all Med Record requests for this specific client.

To create a new request, select Add.


 



 

Written By Amanda Griffin (Super Administrator)

Updated at October 31st, 2023

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