Skip to main content
All CollectionsDentally PortalOnline Signing
How to sign treatment estimates using Patient Portal at Dentally
How to sign treatment estimates using Patient Portal at Dentally

๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - How a patient signs a treatment estimate using the Patient Portal

Shelley Withington avatar
Written by Shelley Withington
Updated over a month 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.

Screen Recording 2024-04-09 at 08.26.30.mov [video-to-gif output image]

  • 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.

Did this answer your question?