--- title: How to Complete a Prescription Refill Request in Docnote description: Learn how to create and submit a Prescription Refill Request in Docnote — once the patient pays, the prescription is automatically sent to the pharmacy. image: https://www.docnote.com/hubfs/Website%20Photos/docnote-og-default.png --- [Skip to content](https://www.docnote.com/help/how-to-complete-a-prescription-refill-request-in-docnote#main-content) [![logo-blue-hour-svg](https://www.docnote.com/hubfs/Logos/logo-blue-hour-svg.svg)](https://www.docnote.com/?hsLang=en-ca) Open main navigation Close main navigation - [Contact Support](https://www.docnote.com/customer-support) [Contact Support](https://www.docnote.com/customer-support?hsLang=en-ca) How can we help you? - There are no suggestions because the search field is empty. 1. [Docnote Knowledge Hub](https://www.docnote.com/help?hsLang=en-ca) 2. [Physician](https://www.docnote.com/help/physician?hsLang=en-ca) 3. [Requests](https://www.docnote.com/help/physician?hsLang=en-ca#requests) # How to Complete a Prescription Refill Request in Docnote ## Learn how to create and submit a Prescription Refill Request in Docnote — once the patient pays, the prescription is automatically sent to the pharmacy. Prescription Refill Requests work similarly to Quick Forms, with one key difference — instead of the document being released to the patient, the prescription is automatically sent to the pharmacy once payment is received. **Workflow:** Request is created → Patient pays → Prescription is sent to the pharmacy --- **Steps to complete a Prescription Refill 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 **Prescription Refill**. **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, email**, and **mobile phone number**. Once the request is submitted, the patient will receive an email prompting them to create an account. **4. Add the pharmacy** Under the **Pharmacy** section, either: - Select an existing pharmacy from your saved Docnote contacts list (filtered by **Pharmacy** under Contact Type), or - Manually enter the **Pharmacy Name** and **Email or Fax Number** If a contact has both an email address and fax number saved, use the selection bubbles to choose which method to use when sending the prescription. **5. Add notes for the patient (optional)** Use the **Notes** section to include any additional information or context for the patient relating to the request. **6. Upload the prescription** Prescription Refill Requests require a document — the prescription script, which can be downloaded as a PDF from your EMR. Upload it by dragging and dropping the file into the **Upload Attachments Here** box, or click the box to select the file from your device. **7. 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. **8. 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. **9. 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. **10. 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. **11. 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 - Docnote Fee (10%) - HST (13%) — if applicable - Discount — if applied - Annual Plan discount — if applicable - **Total** **12. Assign staff and PCP** Use the bottom two dropdowns to assign the **staff member** responsible for the request and the **primary care provider**. **13. Submit the request** Select **"Submit Request"**. Docnote will create the request and notify the patient that a request has been created in their name. Once payment is received, the prescription will be automatically sent to the pharmacy.     - [Getting Started](https://www.docnote.com/help/getting-started?hsLang=en-ca#main-content) - [Services & Requests](https://www.docnote.com/help/getting-started?hsLang=en-ca#services-requests) - [Patient Account Set Up](https://www.docnote.com/help/getting-started?hsLang=en-ca#patient-account-set-up) - [Requests & Forms](https://www.docnote.com/help/requests-forms?hsLang=en-ca#main-content) - [Managing Your Requests](https://www.docnote.com/help/requests-forms?hsLang=en-ca#managing-your-requests) - [Submitting a Request](https://www.docnote.com/help/requests-forms?hsLang=en-ca#submitting-a-request) - [Billing & Payments](https://www.docnote.com/help/billing-payments?hsLang=en-ca#main-content) - [Understanding Charges](https://www.docnote.com/help/billing-payments?hsLang=en-ca#understanding-charges) - [Making a Payment](https://www.docnote.com/help/billing-payments?hsLang=en-ca#making-a-payment) - [Fees & Pricing](https://www.docnote.com/help/billing-payments?hsLang=en-ca#fees-pricing) - [Annual Plan](https://www.docnote.com/help/annual-plan?hsLang=en-ca#main-content) - [Pricing and Payments](https://www.docnote.com/help/annual-plan?hsLang=en-ca#pricing-and-payments) - [Managing Your Plan](https://www.docnote.com/help/annual-plan?hsLang=en-ca#managing-your-plan) - [Getting Started](https://www.docnote.com/help/annual-plan?hsLang=en-ca#getting-started) - [Overview](https://www.docnote.com/help/annual-plan?hsLang=en-ca#overview) - [Account](https://www.docnote.com/help/account?hsLang=en-ca#main-content) - [Account Management](https://www.docnote.com/help/account?hsLang=en-ca#account-management) - [General](https://www.docnote.com/help/general?hsLang=en-ca#main-content) - [About Docnote](https://www.docnote.com/help/general?hsLang=en-ca#about-docnote) - [Troubleshooting](https://www.docnote.com/help/general?hsLang=en-ca#troubleshooting) - [Privacy and Security](https://www.docnote.com/help/privacy-and-security?hsLang=en-ca#main-content) - [Data Protection](https://www.docnote.com/help/privacy-and-security?hsLang=en-ca#data-protection) - [Physician](https://www.docnote.com/help/physician?hsLang=en-ca#main-content) - [Office Setup](https://www.docnote.com/help/physician?hsLang=en-ca#office-setup) - [Requests](https://www.docnote.com/help/physician?hsLang=en-ca#requests) - [Office Management](https://www.docnote.com/help/physician?hsLang=en-ca#office-management) - [Getting Started](https://www.docnote.com/help/physician?hsLang=en-ca#getting-started) - [Service Management](https://www.docnote.com/help/physician?hsLang=en-ca#service-management) - [Integrations](https://www.docnote.com/help/physician?hsLang=en-ca#integrations) [![logo-blue-hour-svg](https://www.docnote.com/hubfs/Logos/logo-blue-hour-svg.svg "logo-blue-hour-svg")](https://docnote.com?hsLang=en-ca) Uninsured service made easy. [mailto:support@docnote.com](mailto:support@docnote.com) © 2026 Docnote Inc. All rights reserved.