How-To Guides
Step-by-step guides for account setup, video appointment troubleshooting, and billing.
11 articles
Getting Started
How-to's about choosing or changing your preferred pharmacy, uploading your ID, contacting your provider, and others.
- How to choose or update your preferred pharmacyKeep your preferred pharmacy up to date for a seamless refill process.
- How to upload your IDLearn how to add your ID on the Circle Medical mobile app.
- How to update your Circle Medical appEnsure a seamless care experience by keeping your app up to date.
- How to contact your providerLearn how to message to your provider via your Care Team.
- How to start a new chat with your Care TeamUse our HIPAA-compliant chat to send a secure message to your Care Team in the Circle Medical app or web portal.
Appointment troubleshooting
How-to guides related to joining appointments, canceling, and rescheduling.
- Resolving common video appointment technical issuesUse these tips to troubleshoot technical problems before and during your appointment.
- How to cancel or reschedule your appointmentLearn how to cancel or change the time of an appointment.
- Confirming your location for video appointmentsManage your appointments and provider availability while traveling or moving between states.
Invoices, Insurance, and Payment Methods
How-to guides about downloading invoices, adding or changing insurance/payment methods.
- Downloading your invoicesLearn how to find appointment invoices in the Circle Medical mobile app and web portal.
- How to add or switch your payment methodManage and change your saved payment methods in the Circle Medical mobile app or web portal.
- How to upload pictures of your insurance cardPrepare for your upcoming appointment by adding your insurance card images to your profile.