Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
1 Odpowiedz
179 Widoki

We would like to send, depending on the type of appointment, one or more of:

  • Patient Registration
  • Medical History
  • Consent to Treat
  • HIPAA Notice of Privacy Practices
  • Financial Responsibility Agreement
  • Insurance Information Form

The idea would be that someone confirming an appointment would then receive an email asking them to sign the relevant documents?

Awatar
Odrzuć
Najlepsza odpowiedź

Yes.

First, upload each of the Documents needing to be signed as Sign Templates.

The SHARE button gives you a URL that is used to sign a copy.

Create an Email Template for each Appointment Type that contains the link(s) of the Documents needing to be signed.

Create an Automation Rule for each Appointment Type that sends one of the Templates. 

Awatar
Odrzuć
Powiązane posty Odpowiedzi Widoki Czynność
2
maj 16
11116
1
wrz 25
1740
0
lut 25
1636
2
lut 23
2759
2
cze 19
9359