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

Let's begin by clarifying the difference between how these two options can be sent for authorization.


Uploaded PDFs

1. Go to "Practice">"Practice">"My PDFs". These will be available to all patients/clients in the portal if you have checked the "Display in portal" box. 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.

Please note: these options are dependent on you checking the appropriate boxes.


Custom administrative document

These documents will have to be sent individually to each of your patients/clients.  

1. Go to Charts>File Cabinet>"Roster."

2. Choose the client by typing the name in the "Search" box, and then clicking on the name.

 Or, from the main dashboard, search for a patient in ''Shortcuts'' and select ''Chart Dashboard'' from the ''Go to...'' drop-down menu. 3. You will be taken to the patient's chart where you will click the orange "I want to..." drop-down menu, and select "Send Form" from the drop-down menu. 4. Pick the desired form/s by checking the appropriate boxes. 5  Scroll down, click inside the "Send To" box, select the patient's name and click the "Send to portal" button. 6. A success notification will indicate that an unofficial entry has been made in the chart. If you wish to add it to the official chart, click "Add to chart" on the drop-down menu to the right of the relevant document. 7. You'll see a green checkmark indicating that the form has officially been 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.

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