How do I upload PDFs to the portal and enable them for e-consent?

Premium users can save time by storing their most commonly used documents in Luminello. Your patients/ clients can then access them automatically - read on to learn how.  Note: Proof of e-consent is only possible with PDF documents.  If you have another file type, convert it to a PDF first to take advantage of this feature.

1. Select the "Practice" tab in the left navigation bar. Then click on the "Practice" tab with the drop-down menu and select "My PDFs."

2. Enter the title for your PDF. It should be something easily recognizable to patients/ clients, e.g. "No Surprises Act". This will replace whatever the current file name is. 

3. Click "Choose file."

4. Click the file to be uploaded and then click "Open." 

5. Click on the "Upload PDF" button. 6. A success message will appear once the PDF has been uploaded.

Changed your mind?

  • If you want to temporarily remove a document from the portal, scroll down to "Manage PDFs" and uncheck "Display in portal". 
  • If you want to remove it permanently, click on the trash can icon. 

Note: If the document has been e-signed by a patient/client previously, the document and e-signature will still be retained in Luminello for that patient's/client's chart.


Displaying Documents in the Portal

To display a document in the portal, check the "Display in Portal" box. This will allow all your patients/clients to view the document.  

Enabling Documents to be E-signed

To enable e-signature for a document, click the "Enable E-signature" after "Display in portal" has been checked.  (If you don't see the box to enable e-signature, please make sure the "Display in portal" box has been checked.) This will allow your clients to consent to the document electronically. 

Note: Documents cannot be filled in or physically signed; the patient/client checks a box to consent. PDF is the only file type that will generate proof of e-consent.

That's it! If you have any questions, contact us.

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