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How to Duplicate a Request

You can duplicate a request if you require an updated set of records from the same provider, for the same client. 
Note: If you receive an error when trying to duplicate the request, this likely means the provider information has changed. In this case, you will need to place a new request. 


To duplicate a request, follow these steps: 

1. Go to the Request Details page of the request you wish to duplicate.

2. Select “Duplicate Request” in the top right-hand corner.

A disclaimer will pop up. Click "Continue" to proceed with duplicating the request. *If you are unable to click Continue, this means you will need to place a new request.* 


3. Confirm provider details and enter the date range.

4. Click Duplicate.

5. Witness & Submit the new request.


If you have questions or feedback, please feel free to reach out to us at [email protected].

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