Assign Documents to a Client's Patient Portal

1. Hover over the Managers tab in the navigation bar, and select Preferences from the drop-down.

2. Scroll to the bottom of the preferences list and expand the Patient Portal Documentation Requiring Signatures section.

3. Select or deselect all that apply.

4. Click Update.

1. Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.

2. Open appropriate Client.

3. Locate the Notes/Information section on the left menu, and click Assessments. 

4. Use the Select Category drop-down to choose the appropriate category.

5. The Select Assessment drop-down will populate, select the appropriate assessment from the list.

6. Fill in the assessment. When completed, scroll to the bottom and click Mark Completed and Sign.

7. The Signature section will appear. Use the Select Sign Type drop-down to select who is signing.

8. Fill in the Date and Time you are signing.

9. Enter your PIN number.

10. Click Apply Signature.

11. A confirmation window will appear asking you if you would like the Client or Parent/Guardian to sign the document. Select Yes.

    NOTE: If the Confirm window does not appear, please contact as they will need to update your settings internally,

12. An email will be sent to the Client with a link directing them to their Patient Portal where they can review and sign their document.

    You are able to send a document to a Client's Patient Portal for them to review and sign. Before you begin, you will want to ensure that the Client you wish to send a document to has their Patient Portal set up.

    Jump to Section: [Update Preferences] [Create & Assign Documents]

    Update Preferences

    Your first step is to check that your preferences are set correctly so that Client signatures are enabled and set for the appropriate documents.

    Hover over the Managers tab in the navigation bar, and select Preferences from the drop-down.
    Scroll to the bottom of the preferences list and expand the Patient Portal Documentation Requiring Signatures section.
    Select or deselect all that apply.
    Click Update.
    Important: Please make sure that you check the Enable Patient Portal Client Signatures for Treatment Plans box at the top of the section if you would like Treatment Plans to be included with Client Signatures.

     

    Create & Assign Documents

    Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
    Open appropriate Client.	Â
    Locate the Notes/Information section on the left menu, and click Assessments.Â
    Use the Select Category drop-down to choose the appropriate category.
    The Select Assessment drop-down will populate, select the appropriate assessment from the list.
    Fill in the assessment. When completed, scroll to the bottom and click Mark Completed and Sign.
    The Signature section will appear. Use the Select Sign Type drop-down to select who is signing.Â
    Fill in the Date and Time you are signing.Â
    Enter your PIN number.
    Click Apply Signature.
    A confirmation window will appear asking you if you would like the Client or Parent/Guardian to sign the document. Select Yes. Note: If the Confirm window does not appear, please contact Support as they will need to update your settings internally,
    An email will be sent to the Client with a link directing them to their Patient Portal where they can review and sign their document.

[Back To Top]