Patients & outstanding requirements
Review submitted patient documents and requirements, verify evidence, or reject it with a clear reason from your clinic workspace.
Open /practice/requirements to see which patients have submitted, rejected, or not started the information needed for clinical review.
Find the next item
- Start on Submitted; switch to Rejected, Pending, or All when needed.
- Read the patient name, reference, requirement type, submission time, file indicator, notes, and any previous rejection reason.
- Select View file when a document is attached.
- Select Verify when it is acceptable.
- Select Reject, enter the reason shown to the patient, then select Confirm reject.
The page counts submitted, rejected, and not-started items. Verifying or rejecting refreshes the backlog. Patients' submitted consents and documents appear here for review; the clinician can also review them from the case page.
What belongs here
Requirements can include consent, uploaded BMI or ID documents, and product-specific intake information. A rejected item stays visible with its reason so the patient knows what to correct.