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Update on Clients Signing Treatment Plans?



1 comment

  • Sara

    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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