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Patient Request to See New Provider

Overview​

When a patient logs into the Patient Portal and requests an appointment with a provider from the PCH Network, a notification appears in your Activity feed prompting you to schedule with that provider.

Patient Request To See New Provider

What each card shows​

  • Title: "Patient Request To See New Provider".
  • Patient: Name of the requesting patient.
  • Provider: Requested provider’s name.
  • Vendor: Facility or practice.
  • Specialty: Provider specialty.
  • Location: City/state of the provider.
  • Clinical Provider: Contact phone if available.
  • Legal Case: Client, incident type, incident date, and firm.
  • Schedule Now: Action button to initiate scheduling.
  • Timestamp badge: When the request was submitted.

Behavior​

  • Trigger: Patient searches the network and submits a request for a specific provider.
  • Routing: Sent to the attorney or case manager assigned to the case.

How to act on the request​

  1. Click Schedule Now to begin creating an appointment with the requested provider.
  2. Confirm availability with the provider/vendor (or offer alternatives if unavailable).
  3. Save the appointment; the patient will see scheduled details in their portal.

Tips​

  • Alternative options: If the requested provider cannot see the patient, propose comparable providers nearby and document the decision.
  • Search: Use the feed search to filter by patient or provider name.

Troubleshooting​

  • Button not working? Refresh the page and try again; verify your case permissions.
  • Request not visible? Clear filters and ensure the patient is linked to the case.