Create a Supply Request

Create a supply request - Open call script

If the patient is eligible for new supplies, you can create a supply request using the Open call script button on the patient's profile.  

1. From the Patients menu, select All patients.
2. Select the patient name from the list.
3. Click Supply requests.
4. Click Open call script.
5. Read the questions to the patient and record their answers.
6. Once you complete the call script, click Done. 

Create a supply request - In-person

An in-person supply request applies to patients who visit a home medical equipment provider (HME) directly.

To create an in-person supply request:

1. From the Patients menu, select All patients.
2. Select the patient name from the list.
3. Click Supply requests.
4. Click In-person supply request.
5. Select the checkbox to confirm the patient is placing this supply request in-person.
6. Enter all necessary information—supply request details, requested supplies, payor documents, shipping information and notes.
7. Click Save.

Create a supply request - Ad hoc

An ad hoc supply request is available only for patients not currently eligible for new supplies.

To create an ad hoc supply request:

1. From the Patients menu, select All patients.
2. Select the patient name from the list.
3. Click Supply requests.
4. Click New supply request.
5. Enter all necessary information.
6. Click Save.