How to Complete a Quick Form in Docnote
Learn how to create and submit a Quick Form in Docnote — from selecting a patient and service to adding documents, fees, and submitting the request.
ARTICLE TITLE: How to Complete a Quick Form in Docnote
META DESCRIPTION: Learn how to create and submit a Quick Form in Docnote — from selecting a patient and service to adding documents, fees, and submitting the request.
BODY:
Quick Forms are used for simple requests such as sick notes — transactions that take place directly between the patient and their primary care provider. Once the patient makes payment, the completed document is automatically released to their Docnote account.
Workflow: Request is created → Patient pays → Document is released to patient
Steps to complete a Quick Form:
1. Start a new request
Select Requests from the left-hand menu, then select the orange "Request a Service" button.
2. Select the request type
On the Create New Request page, use the first dropdown to select Quick Form.
3. Add patient information
- If the patient has an active Docnote account, select their name from the second dropdown.
- If the patient does not have an account yet, manually enter their first and last name, date of birth, health card number (optional), email, and mobile phone number. Once the request is submitted, the patient will receive an email prompting them to create an account.
4. Add a third-party recipient (optional)
If the completed document needs to be sent to a third party upon payment, check the Recipient checkbox. You can then select an existing contact from the dropdown or manually enter their details.
5. Add notes for the patient (optional)
Use the Notes section to include any additional information or context for the patient relating to the request.
6. Add the document
Quick Forms require a document to be included. You can add one in two ways:
- Autogenerated provider note — type or paste the body of the letter into the Patient Letter Content field. The remaining information will be auto-populated.
- Upload an attachment — drag and drop a file into the Upload Attachments Here box, or click the box to select a file from your device.
7. Select the service
Under Service Details, use the dropdown to select the appropriate service. The price will automatically populate to the right of the selected service.
8. Add service notes (optional)
Use the Service Notes field to add any internal notes related to the request. This information is visible to office staff only and will not be seen by the patient.
9. Apply a discount (optional)
A discount can be applied as a percentage or dollar amount. Select the appropriate button and enter the discount value in the Enter Discount box.
10. Add additional fees (optional)
Select "Add New Fee" to open the fees panel. Use the Fee Type dropdown to select a fee and use the arrows to set the number of units. Additional fees can be added by selecting "Add New Fee" again. Select Save when finished.
11. Review the price breakdown
Once all mandatory fields are completed, a full price breakdown will display including:
- Service
- Additional Fees (shown as $0.00 if none added)
- Subtotal
- Docnote Fee (10%)
- HST (13%) — if applicable
- Discount — if applied
- Annual Plan discount — if the service is included in the patient's Annual Plan
- Total
12. Assign staff and PCP
Use the bottom two dropdowns to assign the staff member responsible for the request and the primary care provider.
13. Submit the request
Select "Submit Request". Docnote will generate the final document and notify the patient that a request has been created in their name.