Request Records through Records on Time

How to use the Records on Time integration to request records. 

• Navigate to the Medical Treatment Tab of the case. 
• Locate the provider you would like to request records from. 
• Click the dropdown arrow in line with that provider and click the ROT Request option.
• Select the type of request, Records Request or Billing Request. 

• A pop-up window will appear.
• Add dates of service, rush order, and order affidavit.
• Add notes to the provider in the Notes to Provider field.
• Add notes to Records on Time to the Comments field. 

• Click Submit. 
• Records on Time will begin processing the request and the record status will show as Requested with the date in orange. 

• Once Records on Time obtains the records, they will automatically be uploaded to the Documents Tab of the case and a case expense will automatically show on the Cost Tab of the case. 

• The order status on the provider will update to Received in green.