How to Frequently Asked Questions

Frequently asked questions

How to Generate a Referral for a Patient
How do I generate a referral for a patient… 1. Once I have found the patient record that I am looking for, to generate a referral, I simply need to ...
Fri, May 1, 2015 at 12:47 PM
How to track your referrals in docflock
Tracking your Referrals   The Referrals Tracking screen allows you to process incoming referrals from other providers, and to also monitor the p...
Wed, May 27, 2015 at 11:03 AM
How to Create a Customer Account
Customer Accounts are organizational units, and these units have users -- think of a hospital.  Structure Example: ...
Wed, Nov 2, 2016 at 9:48 AM
How to Invite Users to Customer Accounts
What is a user? A user is an individual with specific permissions or privileges based on their role within the organization. A user must be in...
Tue, Nov 1, 2016 at 12:14 PM
How to Give Users Permissions
Well, it looks like Grey Sloan Memorial Hospital has a new surgeon, Mark Sloan, who will be needing Miranda Bailey to set up his account and accesses within...
Thu, Jan 26, 2017 at 10:33 PM
How to Enable or Disable an Account
When a user is no longer within the company, their account can be disabled.  To enable or disable an account: Search for the user i...
Tue, Nov 1, 2016 at 12:16 PM
How to Add Subordinate Accounts to Supervisor Accounts
Top- Level Customer Accounts (Supervisor) Top-level customer accounts are the supervisor organizational units to other subordinate customer a...
Thu, Jan 26, 2017 at 3:17 PM
How to View and Actionize, Upload, or Create a Document
Within the document page, users have the option to assign, write comments and share with others within their customer ...
Wed, Nov 2, 2016 at 10:06 AM
How to Create a Contact
The contrast between a contact and a DocFlock user is, a contact does not have a DocFlock account or is not in the same customer group. In order to fax d...
Tue, Nov 1, 2016 at 12:37 PM
How to View a Document's History
Users are able monitor the document’s interactions with other users through the custody trackers on the right side panel. There are two...
Tue, Nov 1, 2016 at 12:38 PM