Client E-signing Treatment Plan

Want to send a client a treatment plan within the system for them to both sign and store on file? 

Read on for step by step instructions on how to do that!

Sending a Client a Treatment Plan to E-Sign:

• Retrieve the Treatment Plan
• Send to client

Go to:

• Clients (left menu)
• Click the name of the client, loading their profile
• Click Records (top tab)
• Find the section Treatment Plan
• In the bottom right, click print Print Treatment Plan

• Here we display a PDF in a new tab for you on your browser
• Instead of printing, first save it as a PDF to your device:
  • After this, we will recommend you securely deleting it from your device
• Most browsers will have built in functionality for saving, like in this example:

• Now you have the treatment plan saved
• The next steps are to assign it to the client

Go to:

• Clients (left menu)
• Click the name of the client, loading their profile
• Click Docs & Forms (top tab)
• Find the section Assigned Client Documents
• Click Send a Form or Document

In the new add attachment popup, click  New PDF Form at the top first

From here, you'll see a screen like this:

From top to bottom, we suggest:

• Click attach_file Choose files to upload the Treatment Plan PDF
• Change Require Signature? to yes
• Change Clinical Content? to yes
• Then click Done at the bottom right

This loads the treatment plan as an attachment.

Then compose the rest of the message (subject, content) and click send.

The client will then receive an email notification (shown below) that they have a message waiting for them:

Once signed in, it should take your client to the message. Click on the treatment plan to sign.

Alternatively, once a client is signed into their account, they'd go to:

• My Docs & Forms (left menu)
• Under the section PDF Documents
• Click the blue Sign button to the right of the document name:

• Here we display the PDF on the screen for them to review:

• Below will have the signature field
• Sign, then click send Send when done:

Once sent, it would be accessible at anytime

On the staff side:

• Client Profile → Docs & Forms (top tab) → under Assigned Client Documents)

On the client side:

• Under My Docs & Forms

delete Need to remove client access to the form?

Click the orange Revoke Client Access button shown to the right of the assigned client document: