The full walkthrough: applying, setting up, issuing documents, and what happens when a recipient asks to verify.
You submit a short application: your name, email, credential type, license state(s), and NPI number. There is nothing to install and nothing to pay at this stage.
Before issuing your first document, you set up the identity that appears on your letterhead: your name and credentials, practice name, and contact details. On Practice and Group plans, each additional provider goes through the same credential review and gets their own profile.
The portal does two things, and both end the same way: a PDF with its own record ID, logged and ready to be verified.
The issuing screen. Your letterhead identity is already set, so only the clinical content changes. A second tab handles form uploads.
When an employer, school, insurer, or other recipient wants to confirm a document, they follow the verification route on the document. They submit a written request with a copy of the document, their name, role, and organization, and one specific question.
Every document issued or registered through the platform is logged at that moment. The record is what verification requests are checked against, and it stays available even if a subscription later ends, so documents already issued remain verifiable.
The record ID appears the moment a document is issued or registered, and is printed in the document's footer.