Receive Report Drafts

Receive Report Drafts

OVERVIEW

In cases where a report draft is prepared by a contractor, the Specialist is responsible for reviewing and finalizing the report. This article explains how Specialists can receive and access the report draft for review.

RECEIVE REPORT DRAFTS

When a report draft is sent, a notification will be sent to the Specialist. You can access the draft in the system using one of the following options:

Option 1 – From the Dashboard
  1. Click Download Draft Report on the Dashboard.
  1. Select the relevant case, then click Download Draft Report.
Option 2 – From the Assessment Detail
  1. Open the Assessment Detail
  2. Navigate to the Dictation & ReportReport Draft to Specialist
  3. Download the draft report from the Attached Report Draft field
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