Steps to submit a certification

1. Login
2. Hover over the "Certification" tab and choose "New certification."
3. Enter the patient's information.
4. Select “Additional Information” under the Etiology section and type in newly required information:
   1. Patient address
   2. The maximum THC potency level 
   3. The recommended product, if any
   4. Directions for use
   5. The patient's daily authorized quantity, if it exceeds the maximum statutorily allowed amount for the patient's age
   6. Other etiology (if any)
5. Complete the rest of the certification information, enter your PIN and electronic signature and click "Save."
6. Verify that the patient’s identifying information is correct. 
7. Give the patient a copy of their certification as required by House Bill 21-1317.
8. You will only be able to submit one physician certification per patient.

Edit certifications 

Patients must have a new certification each time they renew their registration. You can edit an active certification during a patient’s registration period if you need to update information. If the certification is listed as “pending renewal,” "expired" or "revoked" you will not be able to make any changes.

Update a recommendation period

If you created the provider certification and you only selected a disabling medical condition, it is possible to add additional time to the recommendation period.

1. Select the certification you would like to update.
2. Select the ‘Recommendation Period’ tab.
3. Click "New."
4. Enter the additional term length in days
   • Additional recommendation term length must be greater than 60 days. Total recommendation term length cannot exceed 365 days from the previous date the patient’s card was first approved.
5. Click "Save"

The patient’s registration will transition to “Pending Staff Review.” The patient will be notified when their registration is reviewed.

Update everything else

You will be able to update a patient’s name, date of birth, social security number, plant and ounce count, homebound status, and add to the additional information section from your provider account. 

1. Select the certification you want to edit.
2. Select “Edit” at the bottom to amend the certification.
3. Make your update.
   • Choose the "Additional information" box in “Etiology” section to open a text box if you need to add or edit maximum THC potency, directions for use, patient address, recommended product, or daily authorized quantity, if it exceeds the maximum statutorily allowed amount for the patient's age.
4. Enter the reason for updating the certification.
5. Enter your PIN and sign the certification.
6. Save.

Revoke certifications

You may revoke an active provider certification at any time if you no longer provide medical care to a patient.

Steps to revoke a certification

1. Select the certification
2. Click edit
3. Choose “revoked” from the drop-down next to “status”
4. Enter your PIN and sign the attestation

Filter certifications

Use the “Column Filters” button to search through your provider certifications using criteria such as certification status, patient name, exam date, or plant count.

To filter results

1. Log in
2. Click “Certifications” tab
3. Click “Column Filters” button at the top of your certifications list
4. Enter the criteria you want to search by
5. Click “Filter the results”
6. Click “Apply”

If your column filters are left on, you will not see a full list of your certifications.

Turn column filters off

1. Click “Column Filters” button
2. Click “Don’t filter the results”
3. Click "Apply"

Export lists of certifications

If you prefer to manage certifications in your own database, you can export a list to Excel by following the steps below.

1. Log in to your account
2. Click on your name
3. Click on the “certification” tab
4. Click the “CSV” button
5. This will export a list of your certifications into an Excel file