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How do you automatically add doctors information to medical record requests?

  • March 30, 2023
  • 3 replies
  • 111 views
Ben
  • Ben
  • Frequent Scribe

Hi folks, I had a great question from @Wendy Marroquin who’s new to running her firm with Smokeball. Welcome Wendy!

I thought I would share her question with the community so that others can read the answer and benefit from it too. 

Here’s the question:

“I am having trouble with the medical records requests and doctor's information. How do I add their names and faxes so it is automated?
I can create the letter no problem, but adding all those details takes time.”


P.s If you are in the Personal Injury space and have any tips for Wendy and her firm as they get started please do share with her. 

 

Best answer by Sara Sultan

Hello @Wendy Marroquin

There are a couple of different ways to go about Medical Record Requests and automation.  You can create a container just to be used with the records request or you can make a template just using a letterhead container and a Party Select Ask to choose which provider.  I prefer the second method.  We recommend setting up a training with us to talk about the pros and cons of both methods and how to set it up. 

If you have not yet had a basic Automation training, you can sign up for that here. 

Otherwise, you can use the links below to set up a Q & A session with a trainer.

Go ahead and click here for a 30 minute session.
If you think you'll need a full hour then you can click here instead.

    3 replies

    Sara Sultan
    Smokeball Team
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    • Sara SultanSmokeball Team
    • Smokeball Team
    • Answer
    • April 3, 2023

    Hello @Wendy Marroquin

    There are a couple of different ways to go about Medical Record Requests and automation.  You can create a container just to be used with the records request or you can make a template just using a letterhead container and a Party Select Ask to choose which provider.  I prefer the second method.  We recommend setting up a training with us to talk about the pros and cons of both methods and how to set it up. 

    If you have not yet had a basic Automation training, you can sign up for that here. 

    Otherwise, you can use the links below to set up a Q & A session with a trainer.

    Go ahead and click here for a 30 minute session.
    If you think you'll need a full hour then you can click here instead.

    Sara Sultan (she/her), Manager, US Training Team
      W

      Thank you so much!

        J

        Automatically adding doctors' information to medical record requests can be done by using integrated healthcare software or EHR systems that store and update provider details. This helps reduce manual entry, improve accuracy, and make the request process faster.

        Connecting these systems with reliable Medical Diagnostic Imaging Center and digital healthcare solutions can further improve data accuracy and support better patient care.

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