FAQs

Frequently Asked Questions from Clinical users

Requesting Remote Provider Signature
When a document has been created for a patient and is ready for a provider signature, you can send a remote signature request by selecting a provider from...
Tue, Oct 21, 2025 at 4:27 PM
How to add a Health Care Agent?
To add a Health Care Agent, click the Name a Health Care Agent option in the left-hand navigation menu.  On the Name Your Primary Health Care Agent pag...
Wed, Oct 22, 2025 at 4:11 PM
Uploading a Document
If a patient presents with documents you wish to upload into their account, they will first need to be scanned as electronic documents.  Then you can uplo...
Tue, Oct 21, 2025 at 4:35 PM
Create a Portable Medical Order
Before beginning a portable medical order, please ensure that your Office Location name matches the State of your Portable Medical Order. A tile should ap...
Tue, Oct 21, 2025 at 2:42 PM
How to Record a Video?
To record a patient’s medical preferences on video, click Record a New Video in the left-hand navigation menu.   Here, you will be able to select who is...
Wed, Oct 22, 2025 at 4:12 PM
How to edit a patient?
To update a patient’s account, click the Edit Patient tile in the left-hand navigation menu. Once you have made all the necessary changes to your pati...
Tue, Oct 21, 2025 at 9:25 AM
Void a Provider Generated Document
Provider generated documents, such as POLST or other medical orders, can be voided if the patient requests for them to be voided or if an updated document ...
Mon, Nov 17, 2025 at 8:16 AM
Creating a patient
In many cases, patients will not already have a MyDirectives account if you are helping facilitate a document for the first time. This requires a search f...
Tue, Oct 21, 2025 at 9:22 AM
Updating your Office Location
If you are a provider who travels to multiple office locations, you may need to update your location in your account to ensure that you are able to create...
Tue, Oct 21, 2025 at 9:28 AM
Signing From Remote Signature Request
When you have been sent a remote signature request, you will receive an email notification that there is action required on your part. Click the blue Review...
Tue, Oct 21, 2025 at 4:29 PM