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How to sign treatment estimates using Patient Portal at Dentally
How to sign treatment estimates using Patient Portal at Dentally

How a patient signs a treatment estimate using the Patient Portal

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

Patients can see and sign estimates on their mobile devices.

  • Patients use your online booking link from your website

  • They select Existing patient

  • Patients log in with their name and date of birth

  • They enter the verification code sent to their mobile.

  • They see their menu.

  • Patients choose Treatment Plans

  • If there are Treatment Plans to be signed, there is a number in a red circle.

  • The patient reads the Treatment Plan.

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  • The patient clicks on Sign

  • A signature box opens up into which the patient can sign

  • The patient clicks to sign.

  • Click on Menu to return to the menu.

Patients can view estimates for both open and closed treatment plans for the past 5 years.

Once signed, the signed estimate can be viewed in the 'Correspondence' tab for the patient.

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