Placing an Add-on Records Retrieval Order for Insurance Companies #

Clients and/or their Assistants can enter the information electronically or upload a pre filled order form for add-on requests.

Required Tools: #

- A Computer.
- Internet Connection.
- Valid Email Address

Things Needed? #

- Order/Records Details
- Authorization
- Order Form (If uploading)

Steps to Place an Add-on 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.
Place an Order - Get Started CROPPED
Step 2: Select the Service Records Retrieval for Insurance Companies
& SELECT ADD_ON
Place an Order - RR Insurance Addon -eFill - Ready to Submit CROPPED
Step 3: Enter Client Existing Order Info & Add-on Request(s)
IF UPLOADING ORDER FORM, SKIP TO STEP 3B
Place an Order - RR Insurance Addon -eFill - Client Details and Addon Requests
Step 4: Attach Authorization/Other Files & Enter any Additional Info
Place an Order - RR Insurance Addon -eFill - Files and Additional Info
Step 5: Review and Submit Add-on Order


Step 3B: Enter Existing Order Info, Attach Order Form, Authorization
Place an Order - RR Insurance Addon -Upload - Ready to Submit (3) CROPPED
Step 4B: Review and Submit Add-on Order
Updated on 03/28/2021
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