Open the client, go to the Forms tab and click Request paperwork. Choose Sign the physician order, pick the physician from your doctors list (or type their name, email, fax or mobile number), choose how to send it and click Log the request. The physician gets a private link (or a fax), and the request stays on the client's Forms tab until the signed order comes back.
Step by step
- Open the client and go to the Forms tab.
- Click Request paperwork.
- Under What do you need?, choose Sign the physician order.
- Pick the physician from your doctors list, or type their name and how to reach them.
- Choose Email, Text message, Fax or A link I will send myself.
- Optionally set a due date and turn on Chase them for automatic reminders.
- Click Log the request. Its status shows on the client's Forms tab.
Good to know
- Many orders at once? Choose Several people to send the same request to more than one physician. Each one gets their own private link.
- Faxed back? When a signed order comes back by fax, the Forms tab shows A fax came back so you can file it on the right client.
- Reminders Chasing stops the moment the signed order comes back.