Responding To Medical Inquiry Request
To respond to a Medical Inquiry Request, a supporting document must be included. This can be done by either:
- Uploading a file, or
- Attaching a document using the Document Search feature
Sending the Response Email
To send the response email:
- Select the fourth icon in the top action bar (the envelope icon)
- This will initiate the Request Fulfillment Email process
- Complete and send the email to fulfill the request
The image below illustrates how to navigate to this function within the user interface.
Request Fulfillment – Pop-Up Window
Once the Fulfill Request button is selected, the fulfillment pop-up window will appear.
This window contains key information automatically populated from the case, allowing you to review and complete the response before sending.
An example of the fulfillment window is shown below:
Request Fulfillment – Key Elements
Starting from the top left and moving downward, the fulfillment window includes the following key elements:
-
Send Response Button:
Sends the completed response email to the inquirer
-
Template Selection:
Dropdown menu allowing you to select and adjust the email template based on the intended audience
-
Inquirer’s Email:
Automatically populated from the case
-
Email Subject (with Case ID):
Automatically generated using case information, including the Case ID for reference
-
Selected Attachment:
Displays the attached document as a hyperlink within the email template, including the link expiration date as configured at the project level
Finalizing and Sending the Response
Before sending the email:
- Review all draft content carefully
- Verify the inquirer’s contact details
- Make any necessary adjustments
Once ready, click the Send Response button.
After sending:
- You will be returned to the previous screen
- The case information will appear greyed out and become non-editable for this request
Response Record
A timestamped record of the response will appear at the bottom of the screen, below the Document Search section, labeled:
“Fulfill Request Email References” (as shown in the image below)
