If you have any outstanding Documents that need to be signed, uploaded, or downloaded, they will appear at the very top of the Customer App/Portal as a red banner.
View List of Documents
If you have more than one Document, you will see a "View" button.
Click this to view a list of the required documents. The example below shows two Documents requiring attention. The Immunization Records only requires a Document to be uploaded. The Consent Form requires a form to downloaded and then uploaded.
Download Documents
Click on the blue document (download) button to download the Document to your computer. If the Document is a Download-Only Document, that's all you have to do.
NOTE About Download-Only Documents
The red band will remain for any Documents that only require a download. An Admin user will need to mark the document as complete (or received) in your Account for it to disappear from the Customer Portal.
If the PDF needs to be downloaded, then uploaded again and it is a fillable Document, you can fill in the fields by opening it in either your browser or Adobe Acrobat. Then either either download it with changes or print it as a PDF. The steps to take to save your document will depend on your computer and browser.
IMPORTANT: Please be sure to save the document as a PDF will ALL pages in one document. You can only upload ONE document (not multiple ones). If you need to merge PDF pages into one file, you can use a free online tool such as ilovepdf.com.
Upload Documents
After you have saved your document, click the “Upload” button to upload the PDF to your account. In the example above, the Immunization Records Document requires an upload.
A window like one of the ones below will open. Find your Document on your computer (where you saved it), click on it, then click "Open." This will upload the Document to your Account.
NOTE: Once uploaded, the Document will disappear from the red banner. If the Document does not disappear, the upload was not successful, please try it again.
Windows window
Mac window
Documents to Sign
For Documents to sign, the Document will say "Check email." Click here to learn how to receive and complete E-signature Documents.