Placing a Records Retrieval Order for Insurance Companies
Clients and/or their Assistants can enter the information electronically or upload a pre filled order form for requests by Authorization with or without Affidavit.
- A Computer.
- Internet Connection.
- Valid Email Address
- Order/Records Details
- Order Form (If uploading)
Steps to Place a Records Retrieval Order
Step 1: Enter the Place an Order Gateway
You can enter here directly by visiting the URL https://dastexas.com/client-center/place-an-order/
OR the Client Center Dashboard will always lead you there as well.
Step 2: Select the Service Records Retrieval for Insurance Companies
Ignore the Add-on button.
Step 3: Select Client Status; Current & Requestor Type
These instructions are for current clients, please find instructions for New Clients if you are not already a DAS Client.
Th party submitting this order may not be the Client. If you are a party acting on behalf of our Client such as an Assistant, select Assistant.
Step 4: Select Request Method
Here you'll select whether you want to use an Authorization Only or with an Affidavit.
For purposes of this example, we will select Authorization Only.
Step 5: Select Submission Type
If you are entering electronically, then proceed to Step 6A.
If you are uploading a pre-filled order form, please continue to 6B.
Step 6A: Enter Client Details, Records Pertaining To and Other Info
Step 7A: Enter the Record Request(s)/Location(s) Details
Step 8A: Upload Authorization/Other Files & Enter Any Additional Information
Step 9A: Review and Submit Order
Step 6B: Enter Client Details, Upload Order Form & Authorization