What does an existing patient see when they sign a treatment estimate online?
When a patient needs to review and sign a treatment plan estimate online in advance of their appointment:
Patients will need to access Portal via your unique Portal URL, and log in using their own details.
They should select the 'I'm an existing patient' option.
They will be asked for their name and date of birth to log in.
They will be sent a code to their mobile phone as part of the two-factor authentication process. They enter the six-digit code and are then taken to the home screen of Dentally Portal.
📝 Please note: Two-factor authentication texts sent to patients may incur a charge for your practice.
If they any estimates to sign, they will see a task reminder asking them to do so. Alternatively they can select the 'Treatment Plans' section.
The patient should open any treatment plans that need signing, and read the content.
They will see a separate price breakdown per appointment for that treatment.
The estimate number and date are displayed at the top.
'Terms' and 'Payment Terms' are split into distinct separate sections.
When they have read through the details, they should click 'Sign'.
A signature box will appear allowing them to type or draw a signature.
They can then click 'Sign' again, and the action will be complete.
![Screen Recording 2024-04-09 at 08.26.30.mov [video-to-gif output image]](https://dentally.intercom-attachments-1.com/i/o/1015871500/393468059892ef28c85d5302/ezgif-4-cba6eb2144.gif?expires=1749225600&signature=e02825808e6e3eac925fd520082b7336743896e1bb17a22613f3a805484e31d9&req=dSAmE8F5nIRfWfMW1HO4zdJwCM9rZUjeta2vV10apgbr4usu9eonUSt4LjPN%0AGiLI%2BU1o9DtBHHt7Feo%3D%0A)
Patients can view estimates for both open and closed treatment plans from the past 5 years.
Once signed, you can view the signed estimate in the 'Correspondence' tab of that patient's record.
