Member Hub · How-To

How to upload a document
like labwork

5 steps, about 30 seconds. Each screenshot below is the whole screen exactly as members see it — the red arrow points at the one thing to click.

1

On the Member Hub, click “Log in”

Member Hub page

Find the tan Patient Portal card and click Log in at the bottom of it.

2

Sign in, then click “Log in”

OptiMantra patient login page

Make sure Patient login is selected up top. Type your email and password, then click Log in.

3

Click “Documents & Handouts”

Patient portal home with sidebar menu

This link is always in the left-hand menu. If a setup form pops up first, close it or skip past it — you'll still see this menu.

4

Click “Choose File”

Upload a document form

Set the Date of Record and Record Type above it first, then click Choose File and pick your labwork from your device.

5

Click “Upload File”

Upload a document form

This sends the file. It'll appear under Your Documents right on this page once it's done.


Where it goes: uploaded files land under Documents & Handouts and are visible to Crystal on the provider side — no separate fax or email needed.