Send Report Draft to Specialist
After the report is typed, the report draft is to be sent to the specialist for review.
TRACK UPLOAD REPORT DRAFT TASKS
You can track cases that require report draft uploads using the following options:
- Option 1: Go to Dashboard → IME Tasks → Click Upload Report Drafts (only visible if a task exists) to open the Combined Task Search tab showing cases that need report uploads.

- Option 2: Search Options → Combined Task Search → In the filters:
- Select IME Reports in the Select Services filter
- Select Upload Report Drafts in the Select Task filter
- Option 2: Search Options → Combined Task Search → In the filters:

- Option 3: Go to Reporting Services → IME Assessments (IM) → In the Select Task filter, choose Upload Report Drafts → Click the Search icon to view the relevant cases.

SEND REPORT DRAFT TO SPECIALIST
- Go to the Assessment Detail
- Navigate to the Dictation & Report → Report Draft to Specialist
- Upload the report to Attached Report Draft.
- A confirmation box will appear, asking if you want to send the draft to the specialist.
- Click Yes to proceed – the platform will automatically tick Report Draft Sent to Specialist and Specialist under Send Report Draft.
- Click No, return if you’re unsure – these tick boxes will remain unticked. You can manually tick them later to send the draft to the specialist.
- Click Save at the bottom to save the progress.
