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Kareo Help Center

Patient Experience: Sign Treatment Plan in Patient Portal

Updated: 04/06/2021
Views: 73

Kareo's Treatment Plans allow providers to build comprehensive treatment plans for their patients and can now capture the patient signature via the Patient Portal. This gives the patient the ability to review and sign their tailored treatment plan at their own pace.

In order for the patient to sign the treatment plan via Patient Portal:

  • Invite the patient to the Patient Portal
  • The patient must activate the Patient Portal after receiving the email invitation

Access Treatment Plan

  1. In the email, the patient click Log In. The Patient Portal page opens.
  2. Patient enters their Email and Password. Then, clicks Sign in.
Clinical_TreatmentPlan_PatientPortalEmail.png
  1. Patient clicks View Documents. The Documents page opens.
Clinical_TreatmentPlan_ViewDocument.png
  1. Patient clicks Signature Requested. The Treatment Plan page opens.
Clinical_TreatmentPlan_SignatureRequested.png

Sign Treatment Plan

  1. Patient reviews the treatment plan details. Then, types their name in the designated field to electronically sign the form.
    • To save a copy of the treatment plan, click Download.
  2. Patient clicks Sign when finished. The patient signature is captured in the form. In Kareo, the patient signature populates in the treatment plan and the status changes to In Progress.
Clinical_TreatmentPlan_SignTP.png
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