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1. ‘Person icon’
2. ‘Billing’
3. ‘Edit’
4. Enter your new information
5. ‘Save changes’

1. ‘Person icon’
2. ‘Manage account members
3. ‘Add new member
4. Enter new member’s information [for minors] or email [for adults]
5. ‘Save changes’

1. ‘Person icon’
2. ‘Manage account members’
3. ‘Add new member’
4. Enter new member’s information [for minors] or email [for adults]\
5. ‘Save changes’

Mail: records must be sent to 725 S Adams Rd, Birmingham, MI 48009

Self-entered: records must be independently added and filed

1. ‘Records’
2. ‘Upload a record’
3. Drag and drop or upload file
4. Enter record information 
5. ‘Upload record’

1. ‘Requests’
2. ‘New request’
3. Enter information
4. ‘Next’
5. Confirm patient details
6. ‘Next’
7. ‘Submit Request’

If you would like to cancel a record request, you must do so before the request is sent to the facility. 

1. ‘Requests’
2. Click the carrot to the right of a record request
3. ‘Cancel request’

1. Go to www.consolidoc.com
2. ‘Sign up now’ 
3. Enter your information
4. ‘Register now’

1. ‘Request’
2. ‘New Request’
3. Enter in information 
4. ‘Next’
5. Sign Record Request Form
6. ‘Confirm’

1. Click the carrot next to an allergy, medication, or diagnosis and select ‘edit details’
2. Enter the record name into the ‘Connect a record’ box
3. ‘Save changes’

1. To connect medications and diagnoses to a record, preview the record and click ‘Add new’ next to ‘Diagnosis’ and/or ‘Medications’
2. Type the diagnosis or medication 
3. ‘Save changes’

1. ‘Share history’
2. ‘New Share’
3. Enter information
4. ‘Share Records’

1. ‘General Health’
2. ‘Add new’ 
3. Select allergy 
4. Select category 
5. ‘Save changes’

1. ‘+’ (quick actions +)
2. ‘Request birth certificate’

Email help@consolidoc.com

1. ‘Provider Contact Cards’
2. ‘Add New Contact’
3. Enter information
4. ‘Add Contact’

1. ‘Folder’
2. ‘Create a Folder’ 
3. Select the records you want to include in the folder 
4. ‘Save Folder’

1. ‘Person Icon’ 
2. ‘Manage Account Members’

1. ‘Person Icon’ 
2. ‘Manage Account Members’ 
3. ‘Account Access’

1. ‘Person Icon’
2. ‘Manage Account members’
3. Select the user you would like to change
4. ‘Account Access’

1. ‘Share History’
2. ‘Shared with me’

1. ‘Person Icon’ 
2. ‘Managed Account Members’ 
3. ‘Insurance’
4. ‘Edit’ 
5. Add the new information 
6. ‘Save’

1. ‘Person Icon’ 
2. ‘Managed Account Members’ 
3. ‘Contact Info’
4. ‘Edit’ within emergency contact or power of attorney

1. ‘Person Icon’ 
2. ‘Managed Account Members’ 
3. ‘Account Access’ 
4. ‘Transfer Account Ownership”

1. ‘Person Icon’ 
2. ‘Managed Account Members’ 
3. ‘Cancel Account”

1. ‘Person icon’
2. ‘Edit or Change Signature’
3. ‘Change’ 
4. Draw or attached a new signature
5. ‘Save Signature’

1. ‘Person Icon’ 
2. ‘Change password’
3. Enter new password 
4. ‘Save Password’