FAQs

Frequently Asked Questions from Clinical users

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...
Wed, Aug 19, 2026 at 9:52 AM
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...
Wed, Aug 19, 2026 at 9:57 AM
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...
Wed, Aug 19, 2026 at 12:03 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 prompted to select th...
Wed, Aug 19, 2026 at 12:22 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...
Wed, Aug 19, 2026 at 12:48 PM
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 ...
Wed, Aug 19, 2026 at 1:00 PM
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...
Wed, Aug 19, 2026 at 1:05 PM
Delete an Uploaded Document
Patients may present with new documents they wish to use, or want to remove documents that no longer align with their medical treatment preferences. You ca...
Wed, Aug 19, 2026 at 1:14 PM
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...
Wed, Aug 19, 2026 at 6:20 PM
Requesting Remote Patient Signature
If a patient is not in the office to sign a document on a provider device, you can send a request via email or text to any patient by requesting a remote s...
Wed, Aug 19, 2026 at 5:41 PM