How to Complete a Docnote Debit Request in Docnote

Docnote Debit Requests are ideal for billing patients directly for procedures or services that do not require a document or third-party involvement. There are no Docnote platform fees on this request type.

Workflow: Request is created → Patient pays

Steps to complete a Docnote Debit Request:

1. Start a new request

Select Requests from the left-hand menu, then select the orange "Request a Service" button.

2. Select the request type

On the Create New Request page, use the first dropdown to select Docnote Debit.

3. Add patient information

• If the patient has an active Docnote account, select their name from the second dropdown.
• If the patient does not have an account yet, manually enter their first and last name, date of birth, health card number (optional), email, and mobile phone number. Once the request is submitted, the patient will receive an email prompting them to create an account.

4. Add notes for the patient (optional)

Use the Notes section to include any additional information or context for the patient relating to the request.

5. Select the service

Under Service Details, use the dropdown to select the appropriate service. The price will automatically populate to the right of the selected service.

6. Add service notes (optional)

Use the Service Notes field to add any internal notes related to the request. This information is visible to office staff only and will not be seen by the patient.

7. Apply a discount (optional)

A discount can be applied as a percentage or dollar amount. Select the appropriate button and enter the discount value in the Enter Discount box.

8. Add additional fees (optional)

Select "Add New Fee" to open the fees panel. Use the Fee Type dropdown to select a fee and use the arrows to set the number of units. Additional fees can be added by selecting "Add New Fee" again. Select Save when finished.

9. Review the price breakdown

Once all mandatory fields are completed, a full price breakdown will display including:

• Service
• Additional Fees (shown as $0.00 if none added)
• Subtotal
• HST (13%) — if applicable
• Discount — if applied
• Annual Plan discount — if applicable
• Total

💡 Note: Docnote Debit Requests do not include a Docnote platform fee — only the service cost, applicable HST, and any additional fees or discounts will appear in the breakdown.

10. Assign staff and PCP

Use the bottom two dropdowns to assign the staff member responsible for the request and the primary care provider.

11. Submit the request

Select "Submit Request". Docnote will create the request and notify the patient that a request has been created in their name.