Requests

How to View Request Tracking
Every request comes with its own event tracker, so you and your team can track any updates or actions that have been taken on the request!  Option 1: ...
Wed, Jan 29, 2025 at 12:16 PM
Notification Settings
Want to receive notifications for specific actions but not others? Customize your settings in just a few easy steps!   1. Click on the...
Wed, Jan 29, 2025 at 12:21 PM
How To Download Records (If In Multiple Batches)
If you would like to download all records received at once even though they were uploaded in separate batches you can do so by following the steps below; ...
Mon, May 10, 2021 at 12:48 PM
Dashboard Filters
The Dashboard has been updated to allow you to customize which requests you see on your Dashboard. Each user's filters settings are automatically ap...
Wed, Jan 29, 2025 at 12:33 PM
Limitations to Changing a Request's Date Range
Policy on Amending Request Date Ranges  To ensure a smooth and efficient records request process, there are restrictions on when request date ranges can...
Wed, Jan 29, 2025 at 12:37 PM
How to Find Your Request ID
Each of your requests has a unique Request ID Number that our team will reference in conversation with you or ask you to provide when you are asking for an ...
Wed, Jan 29, 2025 at 12:41 PM
How to Download Records
Note: If you need help with downloading Diagnostic Imaging, please refer to our article How to Download DICOM Imaging. 1. Open the Request ID. (You can...
Wed, Jan 29, 2025 at 12:46 PM
How to Submit a Request in Action Items
1. Click Action Items on the left hand side of your portal. 2. Find your request and click Witness. 3. A window will open, prompting you to p...
Wed, Jan 29, 2025 at 12:49 PM
How to Duplicate a Request
You can duplicate a request if you require an updated set of records from the same provider, for the same client.  Note: If you receive an error when trying...
Wed, Jan 29, 2025 at 1:05 PM
How to Request Records from Insurance Companies
1. Click "Clients" in the menu on the left-hand side of the screen. 2. Search for your Client in the Clients list and click on their name...
Wed, Jul 14, 2021 at 3:35 PM