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Circuit court eFiling - eFiling a new Patient Representative – Documents for Safekeeping case

  • Updated

    • Purpose: Effective June 1st, 2026, Patient Representative – Documents for Safekeeping (WL) cases can be electronically filed and monitored via the eFiling website. This article covers how to file a new Patient Representative – Documents for Safekeeping case.

    Applicable Users: Hospital representatives or patient's representatives who wish to file a new Patient Representative – Documents for Safekeeping case.

    1. Visit the Wisconsin circuit court eFiling website at https://efiling.wicourts.gov/ and log in or create an account. For more information, see Logging into Wisconsin circuit court eFiling.
    2. Select file new case from the main navigation or [File a new case] button from the bottom menu.
      Wisconsin Circuit court eFiling homepage with attention called to the file new case menu link and button
    3. Select the county you would like to file in from the County dropdown menu and the applicable class code from the Class code dropdown menu. Then, select the [Continue] button.
      new filing screen with attention called to county dropdown, class code dropdown and continue button
    4. Select the [Add party] button to add parties to the case.
      Note: The yellow banner shows which party types are required for the selected class code.parties screen with attention called to Add party button and informational banners saying a hospital or patient's representative party and patient party are required
    5. Complete the fields on the New party window. Start by choosing a Party type, beginning with the filing party (i.e., Hospital or Patient's Representative). For hospital parties, select the toggle to indicate the party is a Business. For Patient's Representative parties, select the Person toggle.
      new party screen with attention called to party type dropdown with hospital option selected and the business/organization radio button selected
    6. Select No under Is an interpreter needed? since no hearings will be scheduled for this case type.
      New party screen yes/no prompt for "Is an interpreter needed?"
    7. If you are filing on behalf of the hospital, select Yes under "Are you this party?" when adding the Hospital party. If you are filing as the patient's representative, select Yes to this question after adding the Patient's Representative party. Then select [Save, and add next party].
       New party screen with attention called to the "Are you this party?" yes/no prompt and the Save, and Add next party button
    8. After all parties have been added, review them for accuracy, then select the [Continue] button.
      Note: You are not required to enter an address for the Patient party.
       Parties screen with hospital, patient's representative and patient parties entered above the continue button
    9. On the Documents screen, select the [Upload documents] button to browse for and upload a filing document along with other associated documents to the case. Review the bulleted list to ensure your documents are properly formatted.
      Note: You must file at least one of the following: Medical Determination of Capacity or Patient's Representative Declaration. If you have both documents, you can file both at this time.Documents screen with attention called to the file requirements list, the upload documents button, and the informational banner that a Medical Determination of Capacity or Patient's Representative Declaration document is required
    10. From the Document type dropdown menu, select the correct document type and enter a descriptive title in the Document title text entry field. Select the [Continue] button.
      Note: The Medical Determination of Capacity and the Patient's Representative Declaration each require an $8 filing fee. If you have other documents to file that should not charge a filing fee, use the document type [Other].uploaded documents list with attention called to the document type dropdown menu and document title fields above the continue button
    11. On the Review page, review the filing for accuracy. Select a document link to open and view any of your uploaded files. Select the [Continue] button when you are ready to proceed.
      Review screen with attention called to hyperlinks to uploaded documents and the continue button
      Note: The Notes to Clerk text entry field functions like a virtual sticky note on your filing. Anything entered in this box is displayed to the clerk while they process your filing, but is deleted once your filing is accepted. These notes are not permanently saved to the case. 
    12. On the Ready to file page, select the checkbox next to the filing(s) you wish to submit, or select the checkbox next to a county name to submit all filings for that county. Choose a payment type if applicable, and select the [File] or [File and Pay] button.
      Notes: 
      • If you have set up a court debit account (CDA) with the circuit court you are filing in, you will have the option to choose a payment method. To learn how to set up a CDA, see the “Creating and managing a court debit account” user guide. It is your responsibility to ensure proper funds are available in the account at the time of filing.
      • If you are paying with a credit/debit card or eCheck via the US Bank ePayment website, a transaction fee will be applied to the total.
    13. If you have not set up a CDA, on the Filings submitted page, select the [Make payment with US Bank] button to proceed to the US Bank ePayment website and pay the associated filing fees. If no fees are due, the [Make payment with US Bank] button displays as [Return to main menu] instead.
      Filings submitted page with attention called to Make payment with US Bank button
      Notes: 
      • Once you have advanced to this page, do not close your browser window or take a break. Selecting the [File and pay] button at the bottom of the previous page initiates a connection with the US Bank ePayment website that lasts for 10-15 minutes. 
      • If you wait longer than that to complete your payment or exit the system before the payment process is complete, you will need to select the $ payment needed link in the main navigation (the top blue bar or the expandable Menu on mobile) to complete your payment. You may need to wait 1-2 hours for the filing requiring payment to appear. Your filing will not be processed by the county until payment has been made. Filings will expire after 48 hours without payment.
        eFiling main navigation bar with attention called to $ payment needed link
      • US Bank is the vendor that processes circuit court credit card and electronic check transactions. You do not need a US Bank checking or savings account to pay for filings on the US Bank ePayment website. You can pay using a Visa card, MasterCard, or an electronic check.
    14. Once payment is received, the circuit court processes the new case. You will receive an email confirmation, and the file-stamped document(s) will be accessible on the My cases page of the eFiling website by clicking the View documents link under the case number.
    Wisconsin Court Systems (Updated: )