Skip to main content

Handle a record request

Log a request for a copy of a medical record, approve it, deliver it and print the copy.

When a patient, an insurer or another person asks for a copy of a medical record, log the request here and follow it through to delivery.

note

Who does this: medical records staff · Where: Medical Records › Record Requests

Log and process a request​

  1. Open Medical Records › Record Requests. The list shows each request with the patient, who asked, the purpose and the status.

    The Record Requests list with Patient, Requested By, Purpose, Status and Actions.

  2. Click New Request.

    The New Request form with Patient Name, CR Number, Requested By, Requester Type and Purpose.

  3. Enter the Patient Name and CR Number, who is asking in Requested By, choose the Requester Type, and write the Purpose.

  4. Click Save. The request shows as REQUESTED.

  5. Click Approve when the request is allowed, then Deliver once the copy is handed over. Click Print Copy to print it.

Related articles

Was this helpful?