FAQs

Frequently Asked Questions from Clinical users

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, Oct 22, 2025 at 8:15 AM
Upload a Pre-Recorded Video
To upload a pre-recorded video to a patient’s account, click Record a New Video in the left-hand navigation menu.     Here, you will be able to s...
Wed, Oct 22, 2025 at 4:14 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, text, or a copied link to any patient requesti...
Tue, Oct 21, 2025 at 4:26 PM
Requesting Remote Witness Signatures
Once your document has been completed, you can request witness signatures remotely. The witness(es) added will receive an email or SMS message asking to se...
Tue, Oct 21, 2025 at 4:32 PM