SRF Portal FAQs

How Can a Request Reach the HCP?

On Review Details, step 5 of 5, choose one of three methods:

• Send Offer to Selected HCP: the current SRF process, using the existing Email and Fax delivery methods. This is the default.
• Complete E-Signature Now: capture the signature immediately while the HCP is present.
• Send Secure E-Sign Link: send a secure link to the HCP for remote signature.

Why Don’t I See the Electronic Options?

Electronic options show only for roles with the ESign Offer or ESign Order permission. Send Secure E-Sign Link needs ESign Offer. Complete E-Signature Now needs ESign Order.

What Happens When I Send a Secure Link?

The portal confirms Secure signing link sent with Status: Request Sent. The link is emailed to the HCP only, and you are not copied. Select Return: HCP Product Request Page. You receive a completion notification when the HCP signs.

The Portal Says an Email Address Is Not Available.

The secure link can only be sent to an email address on file for the HCP. You will see: Email address is not available where secure E-Sign link can be sent. If the email cannot be sent, no success message is shown and you stay on Review Details.

Does the HCP Need to Sign In?

No. The HCP opens the link from the email and enters the email address the link was sent to. The HCP then sees a read-only review of the Program, HCP and Products, with the method locked to Complete E-Signature Now. The page has no logo, header or menu.

What If the Link Has Expired?

The HCP sees: This secure link has expired. No new link or email is sent. The expiry window is a Program setting.

What If the Request Was Already Submitted?

The HCP sees an Already submitted page. No request data and no action is shown.

What Does the HCP Agree To?

The signature page shows the certification text and two separate checkboxes, one for the Privacy Policy and one for the Terms and Conditions. Both, plus the signature, are required before Submit is available.

What Does the Confirmation Show?

Every method ends on the same Request Confirmation page: Request Number, Status: Submitted, Date Submitted, Program, HCP and Products. Representatives see Generate New Request and Return: HCP Product Request Page. The HCP sees no actions. No order-management detail is shown.

Who Is Notified, and Where Is the Signed Document?

The HCP and the representative each receive a separate completion notification. The immutable Document of Record, with the certification, both acceptances, the signature, method and time, can be viewed on demand by Compliance and Support. Access is audited.