Sign Up for a New Account

1. On the Practice options page, under Select Medical Practice, select your practice from the Practice list.
2. Click Next.

   The Personal information page opens.

3. Under Enter personal information, type your required information such as name, address, phone number, date of birth, and email address.
4. Click Next.

   The Insurance information page opens.

5. Under Enter insurance information (optional), do the following as required:
   • Type your health insurance details.
   • Type the insurance claim mailing address.
6. Select I'm not a robot and click Next.

   The Account credentials page opens.

7. On the Account credentials page, under Set up account, do the following:
   1. In Username, type your username.
   2. In Password, type your password.

      For more information about the latest user name and password policies, see the Username and Password Policy section.

   3. In Confirm Password, re-type your password.
8. Click Next.

   The Security questions page opens.

9. Under Set up security questions, select all five security questions and type the answers. Make a note of the five security questions and associated answers for account recovery in future.
10. Click Next.

    A submit enrollment request appears that states that your request has been sent to the practice and pending for approval from your practice. Once approved, you will receive a confirmation email for the same.

11. Do any of the following:
    • If the appointment module is enabled for the practice:
      • To send your enrollment request to the practice for approval, click Complete enrollment. You will receive a pending approval message stating that your enrollment request has been submitted and approval is pending from your practice. Once approved, you will receive a confirmation email for the same.
      • To request an appointment before completion of your enrollment, click Request an appointment. You will receive a pending approval message stating that your appointment request has been submitted and approval is pending from your practice. Once approved, you will receive a confirmation email for the same.
    • If the appointment module is not enabled for the practice, click Complete enrollment to send your enrollment request to the practice for approval. You will receive a pending approval message stating that your enrollment request has been submitted and approval is pending from your practice. Once approved, you will receive a confirmation email for the same.