This guide assumes that you are attempting to access a financial document sent to your email and your clinic requires that you sign in to access your financial document. Financial documents can also be accessed by first signing into your My Account to view those documents within your Patient/Client Portal. For more info check out our My Account - Your Patient/Client Portal guide.
You may have noticed that the email sent from your clinic no longer has an attached PDF of your financial document. This means that your clinic has chosen to protect the information within your receipt, invoice, statement, or superbill (U.S.) by requiring that you sign in to your clinic account first.
There are 3 scenarios that we’ll walk through in this quick video to show you how to access your financial document from your personal email, and these include:
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You’re already signed into your account
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You haven’t signed into your account yet
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You do not have an account yet
Scenario 1: You’re Already Signed Into Your Account
This one’s quick and easy. Simply click the link in your email, and Jane will open your financial document.
Scenario 2: You Haven’t Signed Into Your Account Yet
After you’ve clicked View, Jane will automatically redirect you to fill in your unique username and password. Once entered, your financial document will become available to view, download, or print.
Scenario 3: You Do Not Have An Account Yet
If you do not have an account yet, don’t worry. Jane will guide you through a few short steps to access your document. Just as we did in the first two scenarios, click the View button in the email you’ve received from the clinic.
Then, type in your email address or phone number associated with your clinic. Click Next.
Jane will need to verify that the email address you entered is connected to the profile you have at your clinic. Click Send Verification Email and return to your email inbox.
The email will look something like this.
Next, click the sign-in button next to your profile that is associated with the financial document you wish to view.
A Quick Note on Multiple Profiles
Did Jane inform you that there are multiple profiles associated with your email or phone number? Unless you or the clinic have intentionally linked your email or phone number to a related profile (such as a minor), your clinic may appreciate you letting them know for administrative purposes.
Phew, that’s a lot to explore! Let us know if you have any questions. 💙