Sign@Home

Created by Ortho PMS, Modified on Sat, 22 Mar, 2025 at 5:14 PM by Ortho PMS

Add patient

Schedule Patient Exam, double click on the schedule slot and save the schedule

Go to Patient Summary by clicking on the 3 dots in the scheduled patient appointment
Go to Manage Findings, complete the findings and exam result.

Design the Treatment Plan

Customize the payment plan as needed and Send Sign@Home to FRP

Set up Sign@Home Template

Patient can review the payment plan from the email or text link and start signing contract

Patient need to enter payment information before signing contract
Practice will receive email notification regarding patient signed also they will be showing on the patient tracker Sign@Home bucket

Practice needs to counter sign to finish the process