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Veona Help Centre

Fulfil a Request — Compile the Records Pack

Once a request is approved, fulfilling it turns the approval into an actual document. A records officer runs the longitudinal compiler — the engine that gathers the approved record categories for the patient across the request’s date window and assembles them into one branded Medical Records Pack PDF — then stores that pack encrypted at rest, ready to disclose.

Who / when: the Records Officer, on a request that is Approved or Partially Approved. (Compiling is a Records Officer capability.)

We continue with Tunde Okafor, fulfilling the approved law-firm request for Amina Bello.

  1. Records Officer — open Records → Request Queue, click the request’s row to open its detail.
  2. Records Officer — confirm the status is Approved or Partially Approved and that the approved categories are what you intend to release.
  3. Records Officer — press “Compile Records Pack”. Veona runs the longitudinal compiler over only the approved categories, within the request’s scope dates.
  4. The compiler builds a single PDF: a cover page with Amina’s identity, UHID, the scope window and a generated-at stamp, a contents index, then a chronological section per approved category that has data — encounters, clinical notes, diagnoses, problem list, laboratory results (analyte by analyte), imaging reports, prescriptions, vital signs and on-file documents.
  5. The pack is stored encrypted at rest through Veona’s shared Storage module, owned by the patient and marked as PHI. The request moves to Fulfilled and is now ready to deliver.

What happens next

Section titled “What happens next”

A Fulfilled request carries a compiled, encrypted pack and is ready for the final step: disclose and deliver, which shares the pack to the portal or marks it for printed pickup and writes the immutable disclosure row. See Disclose and Deliver the Pack.

Follow the trail

Section titled “Follow the trail”