Submitting Documents: Step-by-Step

Here is a simple and straightforward method of submitting documents, here are the steps below:

Skip to step 3 for protocol upload instructions

Step 1: 

• Log into your Account on the GMD Portal using your Username and Password
• Select Documents from the left-hand menu bar
• Select Documents from the Documents drop-down menu item.
• Navigate to the top right hand corner, select the Upload Document green button.

Step 2: 

• A Pop-up window will appear.

• Does the document require physician signature? 
  • If the document does require a signature, click the 'no' button to switch this option to 'yes', and select your physician.

• Select the Document Type
• Add a description
• Upload or drag & drop the document in PDF format.
• Select Save Documents.

Step 3 (Uploading a protocol document): 

• Login with your Clinic Account username and password.
• Select Documents from the left-hand menu bar.
• Select Documents from the Documents drop-down menu item.
• Navigate to the top right hand corner, select the Upload Protocol Document green button.

• A Pop-up window will appear

• Select Physician Name from the drop down list. 
  • Collaborating Physician for Advanced Users: NP/PA/CRNA.
  • Core Compliance Physician for Standard Users: RN/EMT/Paramedic/EST/MA/etc.

• Add a description text.
• Upload or drag & drop the protocol in PDF format.
• Select Save Documents.

• A new Pop-up window will appear.
• Add signature fields to each section/page of the protocol that needs to be signed by the Physician.
  • Click and drag the Signature box from the left-hand side menu options.
  • Place the Signature box on the page that needs to be signed by the physician
• Verify the information, select Save and Close

Once you've successfully added signature field(s) and submitted the protocol for the Physician to review, you will be prompted with: 

• The Congrats screen will appear and close window (top right-hand corner). 
• A Success message.

Once you exit out of screen (top right corner) and submitted the protocol for the Physician to review, you will be prompted with: 

• Navigate to Signature Status column. 
• The protocol submitted will show the status as Pending.
• This indicates that the protocol was successfully submitted to the Physician to review/approve.
• Any approved protocols and documents will be archived in the Documents section under the Completed tab.