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Download PDF of Request

Updated over a month ago

Download PDF of Request

Overview

This user guide provides step-by-step instructions on how to download a PDF of a request. The information contained on the PDF includes:

  • Complete Request Overview: Request Details, Service Information, Letters, Notes, Outcome Summary

  • Supporting Documentation: Attachments, Custom Fields

  • Guideline & Review Information: CareWebQI (CWQI) Guidelines (if configured), Appeals, Assessments (including Guided Intake and Appeals)

  • Contact Information: Requesters

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- Access to Utilization Management - Permission to view requests

When you need to download or print relevant request information.

* You must be able to access the request for which you want to download a PDF. * The information contained in the PDF depends on your organization's configurations.

Downloading a PDF

Go to the **request** for which you want to download a PDF.

Click the **Download PDF** button on the top-right of the request page.

Change the destination to **Save as PDF**.

Click **Save**.

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