Requesting Documents from a Provider

RFX allows facilities to directly request documents from providers. Any document created in the Provider Library can be requested (See Setting Up the Provider Library). 

Documents can be requested from several areas within RFX: 

• Main Provider Dashboard – Click the white action button and select Request Document. 
• Main Provider Dashboard- Click the blue action button and select Send Mass Document Request. 
• Individual Provider File – Click the blue action button at the top right and select Request Document. 
• Provider Privileging Tab – Within a privileging period, documents can be requested for Checklists in Progress (see Managing Provider Checklist) 
• Provider Tabs – Each tab has an Add Document feature at the top right. If a document is added to that tab, the Request Documentoption will appear. 

After a Document is Requested 

• The request will appear in the Pending Tab within the provider’s file. For more details, see Viewing the Provider File. 
• The provider (and any assigned delegate) will receive an email notification about the request. Both will have a username and password to access the portal. For more information, see Adding a Delegate to a Provider. 
• The person who made the request will be copied on the email. 

Types of Document Requests 

• Fillable Forms – The provider will complete and electronically sign the document. They can submit it to the facility by clicking the Submit to Facility button. The signature will auto-populate with the provider's name unless they choose to sign it with a different name. 

• Delineation of Privileges (DOP) – The provider will select the procedures they are requesting privileges for, then sign and submit the form. 

• Uploading a Document – The provider is requested to upload a document directly. 

File Attachment: If a document has an attachment, it will be available for the provider when they upload their document (if applicable). The attachment will also be included in the email sent to the provider. 

Document Approval Process 

When a provider uploads a document, the requester will be notified via email. In RFX, the document can be approved or rejected. Pending approvals will appear in two places: 

• Pending Tab on the Main Provider Dashboard 
• Pending Tab in the Individual Provider File 

To take action: 

• Click Take Action in either Pending tab. 

• If rejecting the document, comments can be added for the provider (e.g., “The document is expired and needs to be updated”). 

• • Rejecting a Document: The process will restart as if the document was initially requested. 

• • Approving a Document: Once approved, the document will be attached to the provider’s file and available under the appropriate tab.