For: Patient · Time: 2–5 min · Frequency: Onboarding new patient, periodic re-consent
Trigger
You received an email from your healthcare provider asking you to view or sign a document — typically a consent form, financial responsibility agreement, telehealth consent, or HIPAA acknowledgment.
Outcome
You've reviewed the document, signed (or declined), and the practice has been notified of your response.
Where
- The email's secure link → opens
/share/<token>or/contracts/view/<token>in your browser
Steps
- Open the email. Should come from your practice or their billing service.
- Verify legitimacy — same checks as the pay-online flow: sender domain, your specific name, no scammy urgency language.
- Click the link. Opens a secure document viewer.
- Read the document. Read it. Don't sign things you don't understand — if anything is unclear, call the practice.
- Sign or decline.
- If signing, type your name or draw a signature where indicated.
- Click Accept / Sign to submit.
- You'll see a confirmation page.
- Save your copy. The page often offers a "Download PDF" of the signed document. Save it — you may need it later for insurance disputes or tax records.
Watch-outs
- Read before signing. Financial responsibility agreements can include clauses like "if insurance denies, I agree to pay the full billed amount." That can be many times the negotiated rate. Ask questions.
- The link expires. Most consent links are valid for 7–30 days. If yours is expired, ask the practice to send a new one.
- You can't undo a signed consent through the platform. If you change your mind, contact the practice directly to revoke or modify.
- Don't share the link. It's tied to YOUR identity. If someone else clicks it, they'd be signing on your behalf — even if accidental.
- If you decline, do it deliberately. Some consents are required for services to be provided. Talk to the practice about alternatives if you can't agree to the terms.
Related jobs
- Pay a balance from an emailed statement — same secure-token pattern
Something on this page doesn’t match what you see in the app? Email support@credentik.com and we’ll fix the guide.