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Documents is where your clinic sends you paperwork to read and sign — consent forms, intake questions, treatment and financial agreements — and where you can send documents back to them. Select Documents in the list on the left of the portal. For one list of everything still waiting on you — forms as well as documents, across every clinic you are registered with — see See what is waiting on you. For files your clinic has shared with you outside this sign-and-return workflow (scans, letters, outside reports), see Files your clinic has shared with you. The page is headed Documents and says “Review and sign documents sent by your healthcare provider”. If anything is waiting for you, an amber bar at the top tells you how many documents need your signature.

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What you see

Three tabs — Pending, Signed and Other — plus a search box and a filter by type. Types include Consent Form, Intake Form, HIPAA Authorization, Treatment Agreement, Financial Agreement, Release of Information, Telehealth Consent and Photography Consent. Each document carries a status: A document close to its deadline is marked Expires soon in its last three days.

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Sign a document

1

Open the document

On the Pending tab, select Sign Now on the document you want to deal with. If you started it earlier the button says Continue Signing.The signing page opens with the heading Document Signing and a Secure badge.
2

Read it

Under Document Content — Please review carefully, read the whole thing before you go on. Some documents are a form instead, headed “Please complete the form below — Fields marked with * are required”.Take your time. Nothing is recorded until you sign.
3

Enter your full legal name

Type your name into Full Legal Name, exactly as it appears on your official identification.
4

Draw your signature

Under Your Signature, draw your signature in the white box — with your finger on a phone or tablet, or by holding the mouse button down on a computer.Not happy with it? Select Clear and try again. When it has taken, the box says “Signature captured”.A dot or a tap is not accepted as a signature. If you see “Your signature looks blank. Please sign inside the box and try again.”, select Clear and sign again with a full stroke.
5

Add a witness, if one is asked for

Some documents also ask for Witness Full Name and Witness Signature. The witness needs to be with you — they type their own name and draw their own signature.
6

Tick the certification box and sign

Tick the box confirming what you are signing, then select Sign Document. You see Document Signed Successfully!
A signed document cannot be signed again, changed or taken back through the portal. Read it before you sign, and if anything is wrong, contact the clinic rather than signing.

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Decline a document

If you do not agree to something, select Decline instead of signing. You are asked to confirm: “Are you sure you want to decline this document? This action cannot be undone.” Confirm and the document is marked Document Declined. Declining is a normal, recorded choice — the clinic sees it and can talk it through with you. It is not the same as ignoring the document.

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Send a document to your clinic

If your clinic accepts uploads, the page has an Upload a document button: “Send photos, scans or PDFs — an ID card, an insurance letter, a result from another provider. Your clinic will see them in your record once each one passes a virus check.” Select it, choose the file or take a photo, and send. A clear, well-lit photo of the whole page works as well as a scan. Every file is checked for viruses before your clinic can see it. Keep the window open for a moment and each file’s line updates: A file whose contents do not match its name — for example something renamed to end in .pdf — is turned away straight away: “That file is not the kind of file its name says it is”. If you do not see that button, your clinic has turned uploads off. Email or bring the document in instead.

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Check it worked

The document moves off the Pending tab and appears under Signed, and the amber bar at the top of the page counts down. When there is nothing left to do, your dashboard shows “All documents signed!”

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Getting a copy for your own records

Open the Signed tab. Every signed document has View, which opens the PDF in a new tab, and a download button beside it that saves a copy. Both produce the same document your clinic holds, generated fresh from the record rather than from anything stored in your browser. If a document will not open, it is worth trying again in a moment before contacting the clinic — the PDF is built on demand. Your clinic can also send you a copy directly, and they hold the definitive version. If you open a document from an email rather than from the portal, the link can run out:
  • Already signed — “This document has already been signed, so there is nothing more to do.” Your copy is on the Signed tab.
  • Document declined — “This document was declined, so it can no longer be signed — please contact the clinic if that was a mistake.”
  • No longer needed — “The clinic has withdrawn this document, so it no longer needs your signature.”
  • Link expired — “This signing link has expired — please ask the clinic to send you a new one.”
  • Link not valid — “This signing link is not valid. Please check the link in your email, or ask the clinic for a new one.” Usually an email program broke the address over two lines. Sign in to the portal and open the document from Documents instead.
  • Invalid Link — the address was missing part of itself entirely. Open the document from Documents instead.

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If the section is missing

If you see “Documents Unavailable — Secure document viewing and sharing is currently disabled for this clinic”, your clinic has not turned this part of the portal on. Contact them and they will send paperwork another way. More help in Portal problems and how to fix them.