Can a patient/client and their family member(s) e-sign the same document?

Yes, both the patient/client and the clinician can e-sign the same document. The document to be e-signed would show up in both portals and after being e-signed, two separate entries will be automatically created in the chart's ''All Entries'' section of the patient's/client's chart.

Here's how:

1. Go to Practice>Documents>My PDFs and click "Display in Portal" and "Enable E-consent".

2. Go to the patient/client chart, then click on "Profile".

3. Invite a family member to the chart.

4. After creating an account, both the patient/client and the family member can e-sign the document by accessing the ''Documents'' tab.

6. The family member can also e-sign the same document for the patient/client.

7. After e-signing the document, two separate entries will be automatically created in the chart's ''All Entries'' section of the patient's/client's chart.

That's it! If you have any questions, please contact us.

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