Send documents for signature from the chart
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Send any document from your practice library to a patient. The documents tab lists your forms and your consents together, picks them one by one, and sends them to the patient, who is notified and finds them waiting as a task on their portal home.
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See where each patient stands, and follow up. Every row shows whether the patient has signed, still owes you a signature, or signed wording the document has since moved on from; a document still waiting on them can be sent a reminder or withdrawn.