Request patient-direct onboarding

Written steps

1. Enter the practice and account contact

   Enter the practice name and general email. Under Account point person, give the name, work email and phone of the person who should receive M2’s signing and welcome emails.

2. Add office locations and providers

   Enter each relevant practice address. Add each provider’s name and individual National Provider Identifier, known as a Type 1 NPI. Choose your PCSS representative if you know them.

3. Submit and save your reference

   Check the practice and provider details, then submit once. Save the confirmation reference. Keep patient names, insurance and clinical information out of the form.

4. Watch for M2’s paperwork

   Save the PCSS confirmation reference. M2 sends its Business Associate Agreement and New Account Form through DocuSign. After the paperwork is signed, M2 sends the welcome instructions and secure Equipia invitation.