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This How-to covers requesting the initial set of records from a provider to update a provider’s entry on the Medical tab.

\uD83D\uDCD8 Instructions

  1. Double-click on the appropriate provider’s entry on the Medical tab.

    1. Make sure the Subject, Form, and To dates fields are complete.

  2. In the Records Requested field, enter the date that you are requesting records.

  3. Click ‘Save’.

Requesting an Updated Set of Records from a Medical Provider

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