Update on Clients Signing Treatment Plans?

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Melissa McGee

• May 06, 2022 14:44

I see 6 months ago you were working on it, not sure what is taking so long as I think the technology is there to make this happen.  Many of us need this.  Will this be possible soon?

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  Sara

  • May 06, 2022 16:50

  Hi Melissa,

  This feature has been released. After signing and locking a diagnosis and treatment plan, you can share it with a client or contact so they can electronically sign it. To do this: 

  • Navigate to the client's Overview page
  • Click the Diagnosis & Treatment Plan you'd like to share
  • Choose Share in the upper right corner: 

  • Review the document being shared and click Continue to Email

  • Review the content of the email and choose Continue to Review > Share & Send Now

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