🚨 Important to note: This is different from the Dentally Portal app! Read our guides on using Portal devices here.
The iPad app is a great way of showing the estimate to the patient while still in the practice. They can sign the estimate digitally and then it is kept in their records. All in a matter of seconds with no printing or scanning. Easy!
This is how you do it:
Produce an estimate from the treatment plan in the normal way and save it.
In the iPad app, with the relevant patient selected, any estimates you have produced will be in the ‘Estimates’ tab at the bottom of the screen.
Select the correct Estimate and press Enable Patient mode. This will lock the iPad app so that the estimate is all they can see.
Once the patient is happy with the estimate, they can sign the box at the bottom and press Done.
They will then be told to pass the iPad back to a member of staff.
The iPad can then be unlocked by a member of staff, the signature checked and the signed estimate saved.
The signed estimate now shows on the iPad. It will have a pen icon by it so you can see at a glance that it has been signed.
Dentally Desktop
On the Dentally desktop you will see that the Estimate has been signed.
The signed estimate can now be seen in the Correspondence tab of the patient’s record.
If you go into the patient's correspondence tab, you will see the signed estimate.
Click on View to see it.
