Request Records through Records on Time

• 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 records you need to request from the dropdown (Records Request or Billing Request). 

• After your selection, a pop-up window will appear. Fill out the options on the pop-up, like dates of service, rush order, and order affidavit. If there are any notes Records on Time should send to the provider, enter those in the notes to provider field. If there are any notes regarding this request that Records on Time should know, enter those in the comments field. 

• Once all fields are filled out as needed, click Submit. 
• The request was sent to Records on Time and they will begin working. The order status will now say Requested and 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.