New Orders Inbox

Order Intake
Review the case information and orders, then submit from here without changing tabs.
Case Details
Keep the matter identifiers together here so staff can verify the case before orders are created.
Saved to Cases.CauseNo.
Use the popup to select the best existing court match or stage a new court for final submit.
Attorney, Law Office, and Main Contact
This section resolves to existing attorney and law office records whenever possible. Nothing here should be treated as free text if a likely match already exists.
Use the popup to review likely matches and stage a new attorney or law office only if needed.
Patient / Record Subject Information
Keep the patient separate so staff can confirm identity details independently from the case and ordering parties.
Carrier Information
Use match-first carrier selection here so email variations do not lead to duplicate carrier records.
Use the popup to select the best existing carrier match or stage a new one for final submit.
Specific Requirements or Special Instructions
Authorizations / Always-Include Docs
Attach PDFs (single or consolidated). Choose destination below.
Orders
Stage one full order at a time here, including requested record type, location, method, and request-type-specific details.
Case Parties
Party type `1` follows the handling attorney automatically. Add any other attorney parties here before final submit.