How do I send my administrative documents for consent/signature?

Note: This article assumes that you have already created a custom administrative document or uploaded a PDF for e-consent. 

Uploaded PDFs

1. From your main dashboard, click on "Practice." 

2. On the "Practice" tab, select "My PDFs."

3. These will be available to all patients/clients in the portal if you have checked the "Display in portal" box. The "Enable e-consent" box will allow patients/clients to e-consent to your PDFs.4. You can email a PDF to a specific patient by clicking on the "Email Now" icon. The PDF will be sent through Luminello as a message. 

Custom administrative document

1. Go to your patient's chart entries, and click on the "I want to..." drop-down. 

2. Go to "Send Form." 

Or... 

2. From your "Shorcuts" left-hand side menu, select your chart and choose "Send form" from the drop-down.

3. Your custom forms will appear below. Pick the desired form(s) by checking the appropriate box. 

4. Scroll down to select the patient/client's name and click "Send to portal."

5. A success notification will indicate that the admin documents were sent to the patient portal. An unofficial entry is added to the chart.

• To see what happens when the document is signed, read this article.

If you have any questions, please contact us.