How To Issue a Service Request as a Practitioner?
Step 1
While on the Encounter page, you may click the "Clinical" tab.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1u50z5i.png)
Step 2
Then, click "Service Request"
You may create a service request before, during, or right after the encounter has ended.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_kiqho1.png)
Step 3
Click "New Service Request".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1exzuux.png)
Step 4
Choose whether you will assign the patient to a facility within the same organization or to a different clinic under your facility and organization.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_2ez226.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_135d8xy.png)
Step 5
Select the clinic/facility where you will refer the patient.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1ug0u3.png)
Step 6
Select care plan (if applicable). Otherwise, you may just select N/A.
Note: The care plan is only available for SeeYouDoc's TB Module.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_7q0l58.png)
Step 7
Select category.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_19f8rpi.png)
Step 8
Select priority.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_y142no.png)
Step 9
Enter note.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1sb11p4.png)
Step 10
Click "Save".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_4tuv18.png)
Step 11
By default, the service request created will not yet be visible to the patient.
Click on the service request created.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_7rz11u.png)
Step 12
You may preview what the service request would look like on the patient's POV by clicking the "Preview" button.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1s6dj3n.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1fvi057.png)
Step 13
To send the medical certificate to the patient:
Click "Finalize".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1vcbhjb.png)
Step 14
Review service request contents and don't forget to tick the "Send to patient" checkbox.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1h5a9ky.png)
Step 15
Click "Save".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1q0a2xj.png)
Step 16
The service request will now be issued and available to be viewed by the patient.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_l7oq1q.png)
Updated on: 05/08/2024
Thank you!