How to use the Records on Time integration to request records.

Navigate to the Medical Treatment Tab of the case.

Locate the provider you would like to request records from.

Click the dropdown arrow in line with that provider and click the ROT Request option.

Select the type of request, Records Request or Billing Request.

A pop-up window will appear.

Add dates of service, rush order, and order affidavit.

Add notes to the provider in the Notes to Provider field.

Add notes to Records on Time to the Comments field.

Click Submit.

Records on Time will begin processing the request and the record status will show as Requested with the date in orange.

Once Records on Time obtains the records, they will automatically be uploaded to the Documents Tab of the case and a case expense will automatically show on the Cost Tab of the case.

The order status on the provider will update to Received in green.