Go from DocuSign to Equipia

Written steps

1. Watch the account contact’s inbox

   Look for M2’s DocuSign email. The designated signer reviews the Business Associate Agreement, called the BAA, and the New Account Form, then signs where prompted.

2. Register using the secure invitation

   After signing, follow M2’s welcome instructions and use its secure Equipia invitation to register. If you already registered, sign in with the access you established.

3. Follow up with your reference

   If the documents or invitation are missing, check junk mail and contact PCSS with the request reference. Use M2’s secure Equipia workflow for patient documents.