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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. 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”.
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.” 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. 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

Ask your clinic for a copy of anything you have signed. They can send it to you 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:
  • Link Expired — “This document link has expired or is no longer valid. Please contact the clinic for a new one.” Ask the clinic to send it again.
  • Invalid Link — the address was incomplete, usually because an email program broke it over two lines. Sign in to the portal and open the document from Documents instead.
  • If you have already signed or declined, the link shows the outcome rather than opening the form again.

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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.