Review New Patient Documents

Access the Patient Documents dashboard by selecting PD from the left navigation menu.


See all new documents that have been sent in from the patient portal across all of your patients. This includes completed intake forms and signed consent forms!


Click Accept to add the documents to the patient's chart and remove them from the new documents list. Click Delete to reject the document sent from the patient.



Still need help? Contact us!

Have a great idea? Tell us about it!

Was this article helpful?
0 out of 0 found this helpful