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ROI+ SERVICE BULLETIN 12-08-2017 Patient Directive - New Request Type
PROBLEM:
Medical records requests from Patients are divided into two categories: 1) those they want to send to themselves and 2) those they want to send, or direct, to a third party. The current “Patient” request type does not allow medical records to be forwarded to a designated 3rd party.
DETAILS:
The current “Patient” request type (listed in the Request Type drop-down menu of the Log New Request screen) automatically inserts the “Patient” as the Requestor and automatically uses text messaging to send the fulfillment notification to the Patient’s cell phone. If a Patient wants their medical records be forwarded to a 3rd party, there is no way for the ROI+ user to enter a Requestor other than “Patient.” In addition, there is no way to enter a 3rd party’s Contact information and fax number and no way to use faxing to send the fulfillment notification.
NEW SOLUTION:
Selecting the new request type of “Patient Directive” on the Log New Request screen will enable you to indicate that you have received a Patient request that is being directed to a 3rd party. You will be able to enter the 3rd party’s information (Requestor name, Contact information, and fax number) provided by the patient, so that you may properly notify the 3rd party by fax. Note that the Patient will not receive “text messages” as they would if the ‘Patient” request type had been selected.
There is also a “Prepaid” checkbox, identical to the one listed in the “Patient” request type, for those instances where the Patient has prepaid the request before you begin fulfilling it.
Please note the following:
You should refresh your internet browser the first time you go to the Log New Request page.
The “Prepaid” checkbox will not be visible until you choose “Patient” or “Patient Directive” as the Request Type.
This new Request Type is only for Patient requests where the Patient has directed you to forward their medical records to a 3rd party.
If you need to adjust your established patient flat fee on the invoice for any reason, you must still edit the invoice on a case-by-case basis.
Please see the screen shots on the next page:
1 of 2 ROI+ Service Bulletin 12082017