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Requesting Documents through Auxita

Auxita users can now request any supporting medical documents from another user or the Patient Support Program securely through the Documents section of Auxita.

The patient must already be enroled in a Patient Support Program before you can upload any documents to their profile. 

Not all program's support Document Requests/Uploads through Auxita. 

There are two ways to initiate a Document Request: 

From the Programs Page 

  1. Click on Programs from the navigation pane on the left.
  2. Select the Documents tab along the top to jump to that section. 
    From the programs section, you can jump to the documents section
  3. Click the Request button to begin the document request.
    Request document uploads document tab
  4. Complete the required details for the Request Document including Patient, Program, Document Type, and Note. 
  5. You will also want to select who you are requesting this document from next to Attention. This field is not required. If you do not choose a user, the Document Request is sent to all Auxita users in the Facility.  

    Document request form showing fields for patient details, program, document type, note, and an ‘Attention’ field highlighted by a green arrow. ‘Cancel’ and ‘Submit’ buttons are at the bottom.

undefined-Aug-14-2023-04-59-58-4176-PMNOTE Physicians and their office staff can request a document from any other user that is part of their Facility, including Program Staff for the Program the selected Patient is enroled in. 

Program Staff can also request documents from patients. All users will be able to view these patient requests. Only the Program Staff can communicate directly with the Patient through Auxita. 

        6. Click Submit to complete the Document Request.  

    ALThe Document Request window with details requesting a status update document from the Patient Support Program’s FCM.

    From the Patient Profile 

    Similarly, when a Patient is enroled in a program that supports Document Requests/Uploads you will see the Documents section along the top of the Patients page. 

    Clicking on Documents shows you a list of all uploaded documents and requests for the selected Patient.  

    You’ll also see the buttons for Upload and Request here.  

    From the patient profile, you can access the document requests

    1. Open a Patient’s Profile by selecting them from a List or performing a Search.
    2. Select the Documents tab at the top of the Patients section to open that section. 
    3. Click the Request button to begin the document request.
    4. Complete the required details on the Request Document page, including Patient, Program, Document Type, and Note. 
    5. You will also want to select who you are requesting this document from next to Attention. This field is not required. If you do not choose a user, the Document Request is sent to all Auxita users in the Facility. 
    6. Click Submit to complete the Document Request.  

    undefined-Nov-24-2023-06-28-58-5309-PMNOTE In the scenario of working from multiple facilities, using the facility filter will still allow the request of documents from patients if the dropdown is set to "All".  

    The patient search displays all patients across facilities, but once you select a patient, only users who are authorized at the facility appear in the Attention dropdown. 

    Attention to dropdown with a persons name to assign to

    undefined-Aug-14-2023-04-59-58-4176-PMNOTE If you are opted into a Referral Workflow you can initiate Document Requests as soon as a Referral Enrolment has been initiated. Referral Enrolments do not need to be submitted to initiate Document Requests.