Sending a Treatment Plan for Client Signature

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.