How to activate Records on Time on a case. Once this is complete, records can be requested with ROT.
Navigate to the Medical Treatment Tab of the case.
Click Activate ROT at the top of the page.
A pop-up window will appear.
Upload the client's signed HIPAA form and click Save.
NOTE: You must have the following fields filled out within the case for the HIPAA upload to save properly:
First Name
Last Name
Date of Birth
SSN
Address - a. Address 1, city, state, zip
Phone
DOL
Injury
Upload the client's Photo ID.
Once your HIPAA and the client's Photo ID are uploaded and saved, you can request records.
If the HIPAA form needs to be updated for any reason, click Update ROT to upload a new one.