Sending a Treatment Plan for Client Signature

Now, professionals can seamlessly send treatment plans to clients for review and signature directly from their client portal. 

First, select 'Enable client treatment plan signing' within Practice Settings.

Then, navigate to the client's treatment plan and select 'Send to Client for Signature'.

Next, a pop-up window will appear where you can choose to send an email notification to the client. Select Yes to send the treatment plan to their portal.

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• Signing a Treatment Plan from the Client Portal

  To review and sign your treatment plan, navigate to the Treatment Plan tab. Here, you can review your plan. Then, select Signature. Use your mouse or a stylus pen (depending on your device capabilities) to sign in the signature box. Once the ...

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