You are able to send a document to a Client's Patient Portal for them to review and sign. Before you begin, you will want to ensure that the Client you wish to send a document to has their Patient Portal set up.
Jump to Section: [Update Preferences] [Create & Assign Documents]
Update Preferences
Your first step is to check that your preferences are set correctly so that Client signatures are enabled and set for the appropriate documents.
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Important: Please make sure that you check the Enable Patient Portal Client Signatures for Treatment Plans box at the top of the section if you would like Treatment Plans to be included with Client Signatures. |
Create & Assign Documents
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