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Select Plaintiff.
Select Medical Providers.
Right-click on the Medical Provider.
Select Add Medical Request.
Follow the instructions for entering medical requests in Medical Providers.
Select SAVE & SEND TO RETRIEVAL SERVICE.
The Send Request window will appear.
Enter the First, Middle, and Last Name.
Enter the Date of Birth, SSN, and Case.
Enter the date range.
Enter the Authorized Email.
Steps 8 - 11 are prepopulated and are not editable on this screen.Enter any Patient Notes.
Select the Document.
Select the Medical Provider.
Select the Records Types from the dropdown menu.
Select the Records Subtypes from the dropdown menu.
Enter any relevant Comments.
If applicable, place a checkmark in the Require certified records from provider checkbox.
If applicable, place a checkmark in the Rush order checkbox.
Select SEND to send the medical records request.
Otherwise, select CANCEL to return to the previous screen.
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