When you log into your patient portal, you may be asked to review and sign legal agreements before accessing certain features. This guide will walk you through our new and improved signing process. This article aims to inform you:
- How to review and sign agreements
- When and how to sign on behalf of someone else (proxy signing)
- What to do if you encounter problems
If you are Signing Agreements for Yourself
Step 1: Review All Agreements
When you reach the agreements page, you'll see all required agreements displayed as cards with teal headers.
Each agreement is already expanded so you can read the full content, however you can click the card header to collapse/expand if needed.
Tip: Take your time reading. These are important legal documents.
Step 2: Confirm You're Signing for Yourself
Below the agreements, you'll see the question: "Who is signing these agreements?"
Select: "I am the patient"
Note: If you're a staff member, you won't see this section—skip to Step 3.
Step 3: Review Your Pre-Filled Signature
Your full legal name will appear automatically in the signature field.
The signature appears in cursive font to represent your written signature. Verify the name is correct, note that you can edit it if needed (just click and type).
Step 4: Acknowledge the Agreements
Check the box that says:
"By checking this box, I confirm that I have read and agree to all agreements above and adopt my typed name as my electronic signature."
This confirms you've read everything and agree to use your typed name as a legal electronic signature.
Step 5: Submit
Click the "Submit All Agreements" button.
You'll see a success message and be redirected to your intended destination (dashboard, appointment, video visit, etc.).
If you are Signing on Behalf of Someone Else (Proxy Signing)
You may need to sign on behalf of a patient if:
- The patient is under the minimum age (usually 18)
- You're a parent or legal guardian
- The patient has a disability affecting their ability to sign
- You have healthcare power of attorney
- The patient is unable to read or understand the agreements
Step 1: Review All Agreements
Same as above—read through all agreement content carefully.
Step 2: Select Proxy Signing
Under "Who is signing these agreements?" select "I am signing on behalf of the patient"
Note for Minors: If the patient is under the minimum age, this option will already be selected for you.
Step 3: Fill Out Proxy Information
A form will appear asking for your information.
Required Information:
- Your Name
- Your Relationship to the Patient Select from the dropdown:
- Reason You're Signing Select from the dropdown:
Step 4: Confirm Your Authority
Check the box "I confirm that I have legal authority to sign these agreements on behalf of the patient"
Note: This is a legal requirement to confirm you have the right to sign on the patient's behalf.
Step 5: Enter Your Signature
Unlike signing for yourself, the signature field will be empty. Type your full legal name (not the patient's name).
Example: If you're Jane Smith signing for your son Tommy Smith, type "Jane Smith"
Step 6: Acknowledge and Submit
Check the acknowledgment box and click "Submit All Agreements". You'll receive confirmation that the agreements were signed on behalf of the patient
FAQ
- Can I download a copy of signed agreements?
Yes! After signing, you can download PDF copies from the patient profile under the "Agreements" tab. - What if I made a mistake in my proxy information?
Contact your healthcare provider's office immediately. They may need to void the signature and have you re-sign with correct information. - Can I sign for multiple patients?
You'll need to log out and log in as each patient separately. Each patient has their own set of agreements. - Why isn't my signature showing up pre-filled?
If you're signing for yourself: Your signature should appear automatically if your name is in the system. Try refreshing the page.
If you're signing as a proxy: The signature field is intentionally left blank so you can enter your name (not the patient's). - I'm a staff member. Why does my screen look different?
Staff members see a simplified interface which excludes the "Who is signing?" section. Your signature is also automatically pre-filled. All you need to do is review, acknowledge, and submit. - Can I use this on my phone or tablet?
Yes! The agreement page works on all devices. The layout will adjust for smaller screens. - What if I don't want to sign electronically?
Contact your healthcare provider's office. Some organizations may allow paper agreements as an alternative, though electronic signing is the standard method. - Is electronic signing legally valid?
Yes. Electronic signatures are legally binding under the E-SIGN Act and UETA (Uniform Electronic Transactions Act). Your typed name serves as your legal signature. - Will I need to sign these agreements again?
It depends on the agreement type. Some agreements are valid for a certain period (e.g., 12 months). Others may need to be re-signed at each visit, you'll be notified when signatures are needed