There are a variety of request types that come with their own Templates
Request can be sent and received, kind of like email. You can toggle between all request that you have received or sent by choosing Inbox or Sent
Request can be made from a variety of different locations around the app.
Of all the easy ways to request in metaclinic, we recommend using the request features from the case page. This allows you to attach offerings essentially automating the management component of each relationship involved in the case as it relates to billing and data access
<aside> 💡 Pro Tip: Depending on where you initiate a request, metaclinic will fill in details around the case, patient, and your location automatically.
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First Select Consultation request from the case page you wish to build
Next Search for the location you wish to send a consultation request to , and click attach offering.
Select the service you wish to be considered by the clinic selected. Pro Tip: If you do not see the service you were looking for check to make sure you have the correct receiving location selected and reattach the offering.
Dont forget to click save, ALL DONE!
Depending on what request you choose, you will be given options of templates and offerings to streamline your request.
Learn More about how you can control what others see that are requesting to you see: