Dashboard
This high-level view lets you see which programs and services you have signed up for, balance and payment information, and your next scheduled services. Multiple accounts can be accessed from the drop-down list.
Scheduling
View all upcoming services for the next 12 months. Schedule, reschedule or cancel selected services within 28 days as needed.
Payments
See invoices, make payments, and enroll in paperless billing and AutoPay any time.
Important documents and media pertaining to your services are located here.
Compliance Tools
Healthcare services customers can access enhanced tools to help protect your business and manage it safely.
Additional Services
Your dashboard provides information about a wide array of WM products, programs and services available to you.
Language
Choose an English or French interface.
Auto Logout
To protect your security, WM Services Portal logs users out automatically after 30 minutes of inactivity.
Automated help makes it easy to find what you need. Not sure where to find a document, how to set up AutoPay or anything else? Ask Sofia. Enter a simple, concise question and get the answer in a snap.
Where to find account numbers.
Your customer ID is on your invoice, proof of service or manifest.
Click Register Now on the login page, then enter your Customer Number/ID, the associated ZIP/Postal Code and your email. This email address will become your user name. Complete the verification and click Next.
Enter your first name, last name and phone number, or confirm that the information displayed is correct. Click Next.
Choose the appropriate access or role from the options shown, then click Next. Roles and access are discussed under User Roles and in the How to Manage Your Accounts as an Administrator.
Create and confirm your password. Registration Complete.
You're all set!
Set up users with one of three access levels:
Administrator – Provide control over other users' account access—administrators can change user roles, or add or remove access as necessary. An administrator is often the first person to register on an account. Additional administrators can be authorized by an existing administrator.
Standard User – Allow access to services, billing, training and/or resources. Most users will have this role.
Trainee – Offer limited access to resources and compliance training modules. This role cannot access services or billing.
Manage all of your waste streams—including regulated medical waste, secure information destruction, and sharps management—through WM Services.
The Service Calendar provides a 12-month view of your scheduled services. Services within the next 28 days are confirmed.
To keep you informed, your designated contact will receive email notifications about scheduled services, including a confirmation email two days before service. All service requests must be scheduled at least 48 hours in advance.
It's easy to schedule a pickup.
Either click on Manage Services for your desired waste stream on the dashboard or choose the Services menu option.
Click the Schedule a New Service button in the upper right. A pop-up will appear.
Choose a waste stream from the drop-down menu. Then select an available date. Click Submit Request to lock in your date.
To relay service details to the driver, request additional supplies or share any other information about your service, click the Add a Note link associated with that service date.
Manage all of your waste streams, including regulated medical waste, secure information destruction and sharps management, from WM Services Portal.
Any time we provide a service, we will provide a proof of service or manifest detailing the items serviced. For healthcare services customers, proof of destruction manifests are also stamped to show what was destroyed, as well as the facility in which it was processed.
These documents will automatically be added to your account and can be viewed any time on WM Services Portal.
Select the Services menu option from the dashboard.
Click Service History and select the appropriate account from the drop-down menu.
Simply click the document number to view a PDF, or use the search and filter functions to find what you're looking for. To view specific documents or date ranges, please use the filters provided, up to six months of service history is displayed.
Healthcare services customers, to access manifests prior to September 4th, 2023, click View your manifests on the upper right of page.
Once you log in you will be taken to your Dashboard. Click Manage Waste Profiles and View Manifests.
From here, you can access electronic copies of profiles and orders/manifests associated with your hazardous waste pick-ups.
This will open a new window where you can search by profile information and order/manifest information.
Select the Customer Number and Site ID from the drop-down menu for the order/manifest information you would like to view.
Click Profile Information on the Hazardous Waste Services page.
This will open a new window where you can access active/inactive profile information. Click Submit to display all profiles or complete the form fields and click Submit.
Click Order/Manifest Information
This will open a new window where you can access order detail and access electronic copies of manifests.
Click Submit to display all orders/manifests or complete the form fields and click Submit.
Upon clicking submit to view Order/Manifest Information a table will display. Reference the Status Definition table
1. Select the Services menu option from the dashboard.
2. Click Service History and select the appropriate account from the drop-down menu.
3. Click Manage Mailback Services on the upper right of page.
This will open a new window where you can access electronic copies of manifests.
Access the Resources section from the top navigation menu. Helpful information is organized based on the services we provide, including regulated medical waste disposal and secure information destruction.
Look for content such as white papers, articles, HIPAA and OSHA compliance documents, and printable materials for your business. If you have Administrative access, you'll also see resources just for you, including staff training materials, reporting forms and more. The General Resources section holds information to help you take full advantage of WM Services Portal features as well as up-to-date knowledge content such as webinars on the latest compliance issues.
Shop
Online Product Store
We offer a wide selection of waste disposal, patient care and infection control products as well as container solutions. Visit our online store.
Make payments, save payment methods, register for AutoPay or set up paperless billing. To get started, select Pay/View Invoices from the dashboard or click the Billing menu option.
Select Billing from the menu.
Choose the appropriate account from the drop-down. Then select one or more invoices and click Pay for Selected or choose Pay Current Balance to pay all outstanding invoices.
Select Add a Payment Method. U.S. customers can enter ACH information and click Payor click Add a Credit Card.
Select Save this information for future payments. You can also select AutoPay here, and we will debit your saved payment information when invoices are due.
If paying by credit card, complete the billing information and submit your payment.
You can view previously paid invoices by selecting the Paid Invoices option on the main billing page.
If you receive a paper bill you may switch to more environmentally friendly paperless billing.
Choose the Billing Preferences option from the main billing page.
Click Enroll in the Paperless Billing section, in the lower right, then click Confirm in the pop-up window. You will have to enroll in Paperless Billing for each of your billing accounts individually.
To update account details and add more accounts to your profile, click on the silhouette icon in the upper right, on the navigation menu.
Using the Account drop-down menu, you'll see a list of all accounts linked to you, including their respective account IDs, service and/or billing addresses, and specified service hours.
Select the account to be updated from the Account drop-down menu. Details for the selected account will be displayed.
Click Edit Information to make changes to the service or billing address, or to adjust the service hours during which services can be scheduled. When you're finished, click Submit Request.
To add an account, click on the silhouette icon in the upper right, on the navigation menu.
Click on Account Settings, then select Add Account then enter your Customer Number/ID and associated Zip/Postal Code and click Continue.
Upon clicking Continue depending on account set up it may prompt to select which level of access you would like to have.
Click finish.
Confirmation message that “The account has been successfully added to your account list”.
Account will now appear on your drop down menu.
Within the Profile Settings section, you can:
Update Personal Information
Modify details such as your name and contact phone number
Select or Update Portal Role
Choose the role that best reflects your use of the portal
*Add Academy of General Dentistry (AGD) Number
*If Applicable, enter your AGD number to ensure accurate tracking and reporting.
Sign Up for Notifications
Opt in to receive important updates, reminders, and alerts relevant to your account
Note: Be sure to save any changes before exiting the Profile Settings section.
Scheduling Notification
Upcoming schedule, route changes, missed stop., etc
Completion Notifications
Proof of Service and or Manifest for a completed service
Any account administrator can manage and approve requests from other users. You'll see new requests flagged on the notification bell icon at the top right of any page.
To review the full list of requests, click the silhouette icon in the upper right, on the navigation menu. Select Manage Requests from the options at left.
You can approve or decline requests for administrative access for each person individually, or check multiple requests in the left column, then click Approve All or Decline All. The action will only be applied to those records you have selected.
Account administrators can add or remove employees from accounts, as well as manage permissions for other users.
1. Click the silhouette icon in the upper right on the navigation menu. Select Manage Employees from the options at left.
2. Select the account for which you would like to manage employees. All employees registered to that account will be displayed.
To the right of any employee's name, choose the Options drop-down from the Actions column. An administrator will be able to:
Deactivate/Reactivate User
Disable or enable employees' access to the Customer Portal. If a user has been deactivated, the Reactivate option will appear.
Password Reset
A link will be emailed to the employee with instructions to reset their password.
Update Access
Reassign an employee's role and access level as needed. See the User Roles section of this guide.
Remove from this Account
Removes all access from the selected account. The employee will still have access to any other associated accounts.
To view an Excel file of all employees and their account details, click Download Employee List.
To add a user to the account, click Add a New Employee. You will be asked to provide basic details and assign their access level. When complete, click Add.
To add a large number of employees to your account, you can use the Bulk Add Employees button, then:
1. Click Download Template and save the file to your computer. The template is in Excel format.
2. The template has defined columns. Enter your Customer ID and ZIP code associated with your healthcare or shredding account, then populate the employee info in the corresponding columns (i.e. Email, First Name, Last Name, etc.).
3. Save your file. Click Browse, locate the file, then click Upload. WM Services does the rest.
Once you log in, you will be taken to your Dashboard. From here, click the Training link in the top navigation menu to access the Online Training Center.
The Online Training Center will open in a new page and you will be on the Learner Dashboard.
Note: The Learner Dashboard will display available courses based on level of service. Click on Transcript to:
Print Transcripts
Print Certificates
View in progress Courses
Click View Certificate to view individual course certificates. Click Load More if not all of your course history is displayed. To print your transcript, click Print Transcript located in the upper right.
Click Print, a preview window will open. Click Print again to print your transcript.
Individual certificates can be viewed and printed by clicking View Certificate next to their respective Course Title.
Clicking Download will open your certificate in a new window.
Certificates can also be printed from the Course View. The certificate link is available in the right column.
Catalog View also provides overview of course status (i.e. "in progress") and dates of completed courses.
With a subscription to our Steri-Safe HIPAA, OSHA or OCS services, or a regulated medical waste service plan, you can take advantage of specialized resources on WM Services Portal.
Choose from a variety of solutions available 24/7 online—including OSHA-required safety plans, HIPAA privacy and bloodborne pathogens training, and digital Safety Data Sheets (SDS). Some subscriptions also provide access to on-site risk assessments and individualized advisory services for issues unique to your business. WM makes these solutions available to healthcare customers so you can access our deep regulatory expertise and keep your focus on patient care.
To find out how WM compliance services can save time and reduce risk, contact us for a package designed around your specific needs.
The most frequently used compliance tools can be accessed via the dashboard. The green Steri-Safe OSHA and HIPAA Compliance Solutions areas provide access to services including the OSHA Safety Plan Builder, risk assessment reports and the Safety Data Sheet eBinder as well as HIPAA Policy Navigator and Online Training Center. Note that the Online Training Center can also be reached by clicking Training on the top navigation menu. To see all components of your Steri-Safe OSHA or HIPAA Service click on the View All link in the respective area.
The Online Training Center is available by clicking Training on the navigation menu at the top of your screen. All courses included with your healthcare services are located here. They are organized by category and cross-referenced so you can easily browse them.
Employees who only need access to training can be given trainee-only accounts (See Managing Roles and Access section) by any user who has Administrator status.
Once a course is chosen, simply click on the Register link below the course then click Launch to begin the course. All registered courses will be available on the Registered Courses page until they have been successfully completed.
After successful completion of courses, a Certificate of Completion will be available. To print a certificate, simply click the three-line, top-right menu icon and select Scores & Certificates, then choose your course from the list shown.
Users with administrator access can view completion reports for their entire teams. This feature is especially useful for verifying your organization’s compliance with annual OSHA training requirements.
1. Select the Training tab on the top navigation menu, you will be taken to the Online Training Center Dashboard.
2. Select Admin to access the Administrator section.
Note: You must have Administrator privileges to access reports. If Admin is not visible contact your Administrator to enable access.
3. Click the Report link (2nd icon from top) located on the left navigation bar. Select Analyze Essentials.
4. Click Add located on the right column.
5. Click View details underneath the template you would like to use then select Use this template. We recommend using the Course Enrollments template.
6. Add criteria to your report by selecting the Add/remove columns button. You can scroll down to search through the Available Fields section. Select the checkbox next to the field you would like to add or uncheck the box to remove.
7. The Selected Fields section will display fields available in your report. We recommend adding the following:
Course: Name
Department: Name
User: Address
User: Full Name
User: Email Address
Course Enrollment: Date Completed
8. Once you have selected your fields, click Apply.
9. After making your selections, click Save Report.
Your saved report will now be available within the Custom Reports Page.
To Generate your Custom Report:
1. Select the Training tab on the top navigation menu, you will be taken to the Online Training Center Dashboard.
2. Select Admin to access the Administrator section.
Note: You must have Administrator privileges to access reports. If Admin is not visible contact your Administrator to enable access.
3. Click the Report link (2nd icon from top) located on the left navigation bar. Select Analyze Essentials.
4. Select the checkbox next to the report you want to download. Then click Generate to the right of the page. Once the report generated, click download report.
Leverage our easy-to-use online Safety Plan Builder tool to simplify the development of complex, OSHA-required safety plans and regulatory documents. Use this guided, step-by-step tool for creating and updating exposure control, hazard communication, injury and illness prevention, emergency preparedness, and other plans.
The Safety Plan Builder includes a completion tracker to show you, at a glance, which plans are in progress, which plans are finished and which plans are not yet started.
This tool is available to Steri-Safe OSHA subscribers with administrator access. To begin or update a plan:
From the dashboard, scroll down to Steri-Safe OSHA Compliance Solutions.
Click Safety Plan Builder.
To create compliance-related plans, click the gear icon and select your Company Profile to complete the required information.
Once your company profile is complete, click Home and select a plan on the right to learn more about the plan and what will be required to complete it.
The Safety Data Sheet eBinder contains a library of more than 10 million Safety Data Sheets (SDS). This can help you easily meet the OSHA requirement to keep a binder containing the SDS for each chemical present at your workplace. eBinders can be created for one or multiple sites and can be completely managed inside the tool with the ability to export summaries and SDSs by location.
From the Dashboard scroll down to Steri-Safe OSHA Compliance Solutions.
Click Safety Data Sheets.
Once in SDS, click Help Center in the upper right for documentation on how to create your eBinder and navigate the tool.
Note: For more information about Safety Data Sheets and OSHA requirements, please refer to the Steri-Safe OSHA Hazard Communication training course available within the Online Training Center.
The WM Services compliance document library contains a variety of valuable forms and guides. Depending on whether you are a Steri-Safe OSHA or HIPAA Customer, or both, you will have access to accident reporting logs, OSHA 300 forms, exposure checklists, safety plan templates, and other forms and posters required by OSHA or HIPAA in many states.
From the dashboard, scroll down to Steri-Safe OSHA or Steri-Safe HIPAA Compliance Solutions.
Click on View All.
Scroll down and you will see all available Compliance Documents available. Using the search tool above the documents list will allow you to filter your results.
Prepare, update and compile the many components of your overall HIPAA policies into a single document using this intuitive, step-by-step tool. The HIPAA Policy Navigator streamlines the complex task of preparing lengthy privacy and security policies to help you meet regulatory requirements.
From the Dashboard, scroll down to Steri-Safe HIPAA Compliance Solutions. Click HIPAA Policy Navigator.
Once in the Policy Navigator, use the gear icon in the upper right to create your company profile. 3. Once you have created your company profile, click Save.
The top navigation menu allows you to perform global actions including accessing, editing and publishing policies as well as creating custom policies.
To create a policy:
On the dashboard, click the gear icon to the right of the policy you would like to create. You'll seethe options to create, edit or view documents.
Select Create New Document.
When you have completed the policy, click Save. You will see a message confirming that it has been saved.
Click the link in the confirmation message to return to the Saved Policies page where you can create or manage another policy.
Steri-Safe OSHA Preferred customers have access to a dedicated healthcare compliance partner who can answer your unique regulatory questions, conduct on-site training, and perform risk assessments and audits to identify compliance risks at your site.
As part of these services, you will have the ability to review your onsite risk assessment report as well as access materials to conduct a self-audit.
To access your Steri-Safe OSHA Preferred resources:
From the dashboard, scroll down to Steri-Safe OSHA Compliance Solutions. Click View All.
Click View All On-Site Training to see materials available to you.
Your On-site Training page provides reporting data and completion statistics for the training provided at your facility by your assigned field educator. For additional information about your training results, please contact your educator directly.
Follow these steps to get assistance through our website:
Scroll to the bottom of the page and click on the Help tab in the footer. In the pop-up window that appears, click on Contact Us.
A form will open—locate the drop-down menu.
Select the option that best matches your inquiry:
Bill and Payment Inquiry - Questions or concerns related to billing, invoices, payments, or charges.
General Inquiry - Any general questions or requests not covered by the other categories.
Service - Missed Container- Report a container (box) that was not picked up or delivered as expected.
Service-Missed Pickups - Report a scheduled pickup that was missed.
General Website Support - Issues related to using WM Services
Service-Container Issue - Problems with a container, such as damage or incorrect size.
Service -Timeliness of Service - Concerns about delays, late service, or inconsistent service times.
General Issue - Any issue that doesn’t clearly fit into another service category. Other - For topics not listed above—please provide details in the text box. Enter the details of your request in the free-form text box provided.
Select how you would like to be contacted (e.g., email or phone). Click Submit to send your inquiry.
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If you encounter an issue with any of the browsers listed above, please let the WM development team know.
Thank you for choosing WM. We value your loyalty and work hard to earn it every day. If you ever have questions about navigating the portal, try the virtual assistant, Ask Sofia. You can find her in the lower right any time you're signed in.
In compliance with the American Disabilities Act Amendment (ADAAA), Accessibility for Ontarians with Disabilities Act (AODA) and other state or province accessibility laws and regulations, if you use a screen reader and need help with this website or have feedback or inquiries about accessing material on this website because of a disability, contact WMHS-Accessibility@wm.com or 866-783-7422.
Our policy is available in accessible formats upon request.
