PCSS TEAM · 0:42 VIDEO
Review wholesale onboarding and activation
For PCSS staff coordinating an account with the designated countersigner.
The lesson is open to everyone. The live portal may ask you to sign in.
Written steps
Open the correct account
In staff Accounts, match the legal business and contact information to the customer record. Review the account’s setup and agreement status.
Route to the designated countersigner
The customer’s authorized representative signs first. The authorized PCSS countersigner reviews the matching agreement and completes PCSS’s step through the portal.
Verify activation
Return to the account and confirm its status before telling the practice it can order. If an agreement is missing or under review, confirm the next step with PCSS.