In this article, you’ll learn how to request bills and records from providers. If you are a provider looking to mark bills/records as requested, click here.
How to Request Bills/Records: #
- Navigate to the Case Details page for the case you need bills/records for.
- Scroll down to the Documents section.
- Click “Request Bills/Records” next to the provider whose records you want to mark as requested.
- Select the type of records you need:
- Medical Records
- Bills
- Both
- (Optional) Add a note, then click Submit.
Reviewing Requested Bills/Records #
You can track your pending requests by navigating to the Bills/Records Requested page, accessible from the left-side menu.
Note: Any cases where you have marked bills/records as requested will also appear on this page.
Managing Requests #
- If you have already received the document, click the “X” (Cross) icon on the right-hand side.
- A pop-up window will appear, allowing you to select the appropriate reason for canceling or rejecting the request.
