Activate Records on Time on the Case

How to activate Records on Time on a case. Once this is complete, records can be requested with ROT. 

• Navigate to the Medical Treatment Tab of the case. 
• Click Activate ROT at the top of the page. 

• A pop-up window will appear. 
• Upload the client's signed HIPAA form and click Save. 
• NOTE: You must have the following fields filled out within the case for the HIPAA upload to save properly:
  

  • First Name

  • Last Name

  • Date of Birth

  • SSN

  • Address - a. Address 1, city, state, zip

  • Phone

  • DOL

  • Injury

• Upload the client's Photo ID. 

• Once your HIPAA and the client's Photo ID are uploaded and saved, you can request records. 
• If the HIPAA form needs to be updated for any reason, click Update ROT to upload a new one.