Document Sign Walk-Through

You will receive an email with a "Let's Get Started" button to click through to gain access your PatientClear profile.


Next, you will enter your email address in the corresponding field, click the checkbox to agree to the terms of service and privacy policy and click the "Sign In" button.


You will then recieve a verification email with security code to enter. Enter the security code to gain access to your PatientClear portal.  


Upon login, you will then click the E-sign Forms button to access the requested documents to be signed.


Next you will click on any of the Requested E-sign Forms modules available to you to complete and sign off on the requested forms. 


Once a module has been clicked through you will click the Get Started button, and proceed with reviewing and signing the documentation being required in the request.


You then submit the documents by clicking the Continue button, then I Agree in the upper right.


Upon successful submission you will see a "Thanks for submitting your document!" message and click Close to be redirected back to the Requested Documents page and see the module marked as completed. Conduct the same steps for each module of requested form in your portal. Once all modules have been reviewed, completed and signed off on click the "Back to home" button where you will see that the "E-sign Forms" is now marked with a green check, as completed.


Lastly, you will click on your name in the upper right and select "Log Out" from the list to close the session and log out of the portal.