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

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

Let's begin by clarifying the difference between the two options:

PDF you've uploaded: This will be available to all patients/clients in the portal if you have checked the box "Display in portal."  If you've checked the box "Enable e-consent," then all patients/clients will have the opportunity to e-consent.  You only need to upload the PDF once, and you're done!  There is no "sending" per se.

Custom administrative document: You'll need to send one individually to each patient/client you choose to send it to.  To do this:

1. Go to Charts>Entries>All Entries>I want to...Send Form.

2. Pick the desired form.

3. Select patient's name and click on "Send to portal" button.

4. An unofficial entry will be made in the chart that you sent the document. If you wish to add it to the official chart, click "Add to chart".

5. You'll see it added to the chart.

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

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

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.