---
title: Portal Setup & Workflows
description: Portal setup and workflow
---

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June 3, 2026

# Portal Setup & Workflows

## This guide shows how to configure portal settings, make report fields and signatures fillable, and manage treatment team members so reports can be shared, filled out, or signed through the portal. It explains required data (email, mobile, release dates), how to send reports or request signatures, and how to view portal history. Follow it to ensure proper access, reduce sending errors, and streamline secure collaboration with treatment team members.

<iframe src="https://scribehow.com/embed/Portal_Set-up_and_Access__mJuJBAYuRuWGCIM6HA2luw?as=scrollable" width="100%" height="800" allow="fullscreen" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border-width: medium; border-style: none; border-color: currentcolor; border-image: initial;"></iframe>

 

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