CareTria · Sell SheetLine of Service: Direct to Practitioner in MyRepCenter

SRF Portal

Request product for an HCP by paper offer or electronic signature, in the office or by secure link.

The SRF Portal lets a representative generate an HCP Product Request and choose how the request reaches the HCP.

Electronic methods capture the HCP’s certification, acceptance of the Privacy Policy and Terms and Conditions, and signature. Each completed request creates one order for fulfillment.

Fulfillment Methods

Send Offer to Selected HCP: paper, by Email or Fax (default)
Complete E-Signature Now: signature captured while the HCP is present (ESign Order permission)
Send Secure E-Sign Link: remote signature (ESign Offer permission)

Who Uses It

Representative: generates the request and can sign in the office
HCP: opens the secure link, with no portal login
Compliance and Support: view the Document of Record

How It Works

1The representative generates a request in the 5-step wizard and reaches Review Details.

2The representative selects a fulfillment method and submits.

3For the remote method, a one-time secure link is emailed to the HCP only. Status: Request Sent.

4The HCP opens the link, enters the email address it was sent to and reviews the request read-only.

5The HCP, or the representative in the office, accepts the Privacy Policy and Terms and Conditions separately and signs.

6The confirmation shows the Request Number and Status: Submitted. A Document of Record and one OMS order are created, and the HCP and representative are notified.

Common Terms You May Hear

KEY TERMDEFINITION

Secure LinkA one-time link emailed to the HCP. It expires per the Program setting and is invalidated once the request is signed.

Request SentStatus after the secure link is emailed to the HCP.

ESign Offer / ESign OrderRole permissions. ESign Offer shows Send Secure E-Sign Link. ESign Order shows Complete E-Signature Now.

Request NumberReference shown on the confirmation page with Status and Date Submitted.

Document of RecordThe immutable record of the certification, both acceptances, signature, method and time.

OMSOrder management system. Exactly one order is created per completed request.

SRF Portal · Direct to Practitioner in MyRepCenter

The Platform Is Configurable to Include

Request and Methods

5-step request wizard ending at Review Details
Paper is the default method
Electronic options appear only for roles with permission
Email-availability check before a secure link is sent

HCP Experience

Secure link opens with no portal login
Email verification before any data is shown
Read-only Review Details with the method locked
Shared e-signature page with separate Privacy Policy and Terms and Conditions agreements

Controls and Audit

Link expiry set by the Program
Entered email compared to the address the link was sent to
Server-side validation of both acknowledgements and the signature
Tampered, duplicate or replayed submissions rejected; all related tokens invalidated
Each step audited; the raw URL is never logged

Completion

One confirmation layout for every method
Immutable Document of Record generated
One OMS order created per request
Separate completion notifications to the HCP and the representative
Document of Record access by Compliance and Support is audited