OVERVIEW

Before an appointment takes place, the Letter of Instruction and other relevant paperwork are sent to the Specialist to help them prepare for the consultation. This article explains how Specialists can track and view paperwork that has been sent.

TRACK PAPERWORK SENT

When paperwork is sent, the Specialist receives an email notification. You can view the paperwork using the following option:

Option 1: From the Dashboard

1. Click Download Paperwork

2. Select the relevant case and click Download Paperwork.

Option 2: From the Assessment Detail

1. In the Assessment Detail, go to Paperwork Status section
2. You can locate the paperwork using the following fields:

• • Attachment: Includes the Letter of Instruction and any other relevant documents. Click the corresponding links to view or download files. You can also use OpenAI to summarize the documents.
  • Share Download Link: Provides a direct link to access and download the documents