<< Click to Display Table of Contents >> Navigation:  Appointment Tracking Board > Scheduled Appointments Tab > Document Request

Document requests may be sent to patients with a scheduled appointment. Facilities have the ability to request a driver’s license, insurance card (front and back), two consent forms, and a pre-registration form. All submitted documents will display within Patient Connect and Electronic File Management.

 

NOTE: Consent Forms may have the option for patient's to select their Communication Preference and select if they want to Opt In/Opt Out of receiving emails and/or text messages regarding their appointment. The patient's selection will update the Communication Preference and Opt In/Opt Out fields on the patient's profile in TruBridge EHR.

 

To initiate the request, select the Documents icon in the Documents column of the Scheduled Appointments tab.

 

A list of documents to be requested will display. Select the checkbox next to the document to be requested. Once all selections have been made, select Send Requests. This will then send a request to the patient via email and/or text.

 

Document Request List

 

 

Patients will receive an email similar to the one displayed below.

 

Document Request Email

 

 

Once documents have been requested for a patient, the Documents icon will then display with a clock . Hovering over the icon will display the status of each requested document.