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How to Renew a Registration through the Client Portal
How to Renew a Registration through the Client Portal
Miles Dinsmore avatar
Written by Miles Dinsmore
Updated over a week ago

Once a Customer Service Representative–or CSR–requests a registration renewal through a Client's Profile, the client will receive an email notification to log into the Client Portal and renew their registration.

  1. Log into the Client Portal. Upon logging in, an Important: Action Required notification will appear, prompting the client to renew their registration.

  2. Select Click here to renew your registration to open a registration renewal form.

  3. Review the information, and update fields as necessary.

    • Note: If the client changes the information in the Patient Information section, they must separately submit supporting documentation (eg. Driver’s Licence, Health Card, Passport, Legal Name Change Certificate, Marriage Certificate, etc.).

  4. Scroll down to the Representations section, and read through the relevant tab. If everything is in order, check the box to confirm that the client has read and agrees to the terms and conditions.

  5. Scroll down to the Consents section, and check boxes to acknowledge and consent to the use of personal information.

  6. Type your first and last name in the field provided. This will act as a digital signature.

  7. Click

    to proceed to a Registration Confirmation page.

  8. Read through the Registration Confirmation page. If everything is in order, click

    to submit the registration renewal.

Once the client submits their renewal, a new registration entry will appear in the client's Registration tab, set to the Renewal Verification status. A CSR must verify the renewal, associate a new prescription with the registration, and then Set the Registration's Status to Approved before the client can continue placing orders.

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