Medical Records Retrieval Process Update
Great news! Recently, two NEW producer notifications were implemented to inform the field when a Medical Record requirement was ordered by the underwriter.
The two new Subscriber Notifications (email address provided/on cover sheet) are:
- Connect Invite Notification. This is sent when the underwriter orders a Medical Records requirement, Order Type EHR, or Health Check. It informs the field that Prudential sent the client an email, inviting them to connect to their patient portal. It also includes a shareable link that financial professionals can use to encourage the client to connect.
- Order Creation Notification. This is sent to the field when the underwriter orders a Medical Records requirement, Order Type APS, or APS ReCheck. It informs the field they are successfully subscribed to receive notifications, and that no further action is needed by them or the client, unless they are notified.