Async Visits

For Providers: claim a chart review — a clinical review from the patient's chart, no live appointment — work it, and record your decision. Who can do this: Providers decide; routing and assignment are in Review Queue.

If the queue looks wrong — reviews you can't claim, patients you can't see — the usual cause is routing or license coverage, not a missing record.

#Work a review end to end

#Attestations gate the decision

Before you can record a decision, check the required attestations — good-faith examination, informed consent, and, when AI drafting was used, that you verified the note. Your network may combine them into a single acknowledgment — see Charting Options. Editing the SOAP note after deciding resets the attestations, and you confirm them again.

#The three decisions

• Approve — care proceeds; add prescriptions or recommendations as needed.
• Deny — the request isn't clinically appropriate; the order records your decision.
• Defer — you need more before deciding; attach the follow-up steps that unblock it.

Recommendations and add-ons are never charged silently: the patient gets a payable prompt in their portal, and the extra item moves ahead only after they accept and pay — some clients also authorize those prompts before the patient sees them. A denial doesn't move money by itself; the client team decides on any refund.

#After the decision

• Approved care continues into prescriptions — see Send Prescriptions.
• Order status updates as it moves through labs, pharmacy, and delivery — see Track Orders.