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.
When a patient needs documentation, you choose the document type (absence note, return-to-work, leave certification, accommodation letter, or another supported document), fill in the clinical content, and review the finished letter.
When an employer, school, 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 through the platform is logged at the moment of issuance. 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.