Updating Docline requests should be performed when no one else is processing any lending records.
After a request has been receipted, you have the option to fill or reject a request.
-- Urgent Patient Care and Rush requests must be updated within one business day.
-- Normal requests must be updated within three business days.
Updating Rejected Docline Requests
- On the Lending ribbon, click the Update Docline Requests button, and then the Batch Update icon.
- Above the "No Requests" box, select the Reason in the drop-down box.
- Only the reasons applicable to current No request(s) will be available to choose from. If there are none, then the Reason box will be blank.
- After you select a Reason, it will populate the No Requests box with all the 'request' numbers that have that reason for cancellation.
- Click Paste No on the client ribbon to populate the update window with the selection for rejection (the Request Numbers box).
- If it's not already selected, choose the reason for rejection from the drop-down and then click Update in the update window.
- For a current list of reasons for cancellation, see Docline Reasons for No.
- When you are finished, update the filled Docline requests (instructions below) before clearing the queue.
If a receipted request is not updated as filled or rejected, Docline will automatically remove the request and reroute it to the next lender.
Updating Filled Docline Requests
- On the Lending ribbon, click the Update Docline Requests button, and then the Batch Update icon.
- Click Paste Yes on the client ribbon to populate the update window with the selection for filled (the Request Numbers box).
- If it's not already selected, choose the radio button for either "Filled as Requested" or "Filled Via" (along with the way it was filled) from the drop-down.
- Click the Update Requests button in the Docline update window.
- When you are finished updating the Yes Requests, click the Clear Docline Lending button in the ribbon.
- Please ensure all Filled and Rejected requests have been updated, to prevent any unprocessed requests from being removed from the queue after clicking the Clear button.
If a receipted request is not updated as filled or rejected, Docline will automatically remove the request and reroute it to the next lender.
Clearing the Lending Update Files
When you have completed all updating successfully, click on Clear Docline Lending in the Docline Lending Updating ribbon.
When the Docline Lending has been cleared; the No Requests and Yes Requests fields will be empty.
