PCSS TEAM · 0:42 VIDEO
Review patient-direct request status
For PCSS staff coordinating follow-up with M2.
The lesson is open to everyone. The live portal may ask you to sign in.
Written steps
Find the practice request
Open Patient-direct requests and find the matching practice or reference in the list. Check the request details and the notification state for the same reference.
Separate portal status from M2 status
The PCSS portal records the request and forwarding state. Actual receipt, completed signatures and Equipia registration require confirmation from M2 or the recipient.
Route the follow-up
If the practice is waiting, use the reference to follow up through the approved PCSS process. Keep patient information in the secure M2 workflow.