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ResMed Help Center

Creating a supply request

As a resupply user, you can create a supply request using three different methods. As a client services representative (CSR) or solutions operations specialists (SOS), you can create a supply request using two different methods.

To create a supply request as a resupply user, you can perform one of the following methods:

  • Call-script-generated supply request
  • In-person supply request
  • Ad-hoc supply request

To create a supply request as a CSR or SOS, you can perform one of the following methods:

  • Call-script-generated supply request
  • Ad-hoc supply request

Creating a supply request using the call script

If a patient is eligible for new supplies, you can create a supply request using the call script over the telephone.

To create the supply request using the call script:

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

Note: A supply request may be automatically created based on the recorded answers.

  1. Once you complete the call script, click Done.

Creating an in-person supply request

You can create an in-person supply request from a patient profile only if a patient is physically present and is eligible for new supplies.

To create the in-person supply request:

  1. From the Patients menu, select All patients.
  2. Select the patient name from the list.
  3. Click the Supply requests link.
  4. Click the In-person supply request button.
  5. Select the check box 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.
Note: The functions available to a user are determined by their role.

Creating an ad hoc supply request

If a patient is not currently eligible for new supplies, you can still create an ad hoc supply request from the patient profile in multiple situations (creating a supply request based on a patient’s email, telephone call or in-person request).

To create the ad hoc supply request:

  1. From the Patients menu, select All patients.
  2. Select the patient name from the list.
  3. Click the Supply requests link.
  4. Click the New supply request button.
  5. Enter all necessary information—supply request details, requested supplies, payor documents, shipping information and notes.
  6. Click Save.

Updating the fulfillment method

You can update a supply request’s fulfillment method from a patient profile.

To update the supply request’s fulfillment method:

  1. From the Patients menu, select All patients.
  2. Select the patient name from the list.
  3. Click the Supply requests link.
  4. From the Supply requests tab, find the supply request you want to update.
  5. Click the supply request number in the Number column.
  6. From the Supply request details section, click Edit under Fulfillment method.
  7. In the drop-down list, select an appropriate fulfillment method.
  8. Click Save.
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