Review Requests

Once you have located a request, you can review the request information to determine how best to proceed with and process the request.

1. Open the Personal Planner module and click the Online Requests tab.

2. Search for online requests and review the listed results.

3. Right-click a request and select View Request… to display the Online Request Information window.

Tip: You can also double-click the request to display the window.

4. Click the Patient Info tab to review the submitted patient information.



5. Click the Request Info tab to review the submitted request information such as the reason for the request and any custom questions from the online request form.



6. (Optional) If this is not a new request, click the Notes tab to review any previously entered notes.