Before You Start

Sign in at portal.oneguyconsulting.com. After your first login, go straight to Settings and complete the Privacy Officer and Organization fields. Those values are currently required for progress to save correctly.

2

Sign in with your email address

Enter your email address in the login form.

Enter email address
3

Enter your password

Click the password field and enter your password.

Enter password
4

Sign in to the dashboard

Click Sign In after entering your credentials.

Sign in button
5

Open Settings from the dashboard

After sign-in, use the left-hand navigation. Click Settings to begin the required profile setup.

Dashboard navigation
Settings menu item
6

Fix the save issue first

There is a known bug: if Company Name and Privacy Officer are left incomplete, your progress will not save.

Save bug notice
7

Assign the Privacy Officer

Enter the first and last name of the person responsible for HIPAA compliance, then add their email address.

Privacy Officer name field
Privacy Officer email field
8

Save the Privacy Officer record

Phone number is optional. When the required fields are filled, click Save Privacy Officer.

Save Privacy Officer
Privacy Officer saved successfully
9

Add the Privacy Officer signature

Draw a signature for use on policy documents and BAAs. If you prefer, switch to the typed signature option instead.

Draw signature
Type signature option
Typed signature screen
Type your name
Save signature
10

Save the organization name

Enter your organization name, then click Save Organization. At that point, you are set up and future work will save correctly.

Organization name field
Save organization