E-Sign Treatment Plans in TherapyNotes


(bright music) (air whooshing) – Hi everyone, I’m Sean, one of the clinicians on
staff here at TherapyNotes. Whether required by a payer like Medicaid or an approach to enhancing
the therapeutic alliance, having your clients co-sign
their treatment plan can be an important part of your workflow. Today, I’m gonna show you how easy it is to have clients sign their
treatment plans electronically using the TherapyNotes Client Portal. For this tutorial, we’re going to assume that
you’ve already entered your client’s demographic information, and that you set up your
client’s portal account. If you haven’t, don’t worry. We have videos for both
linked in the description, so make sure to watch those
videos before this one. Before we get started, remember to press the subscribe button to stay up to date on our latest videos. (air whooshing) Okay, so what you’re looking at now is the homepage of TherapyNotes after you’ve logged into your account. If we want to share a
document with the client, we’ll need to head over
to that client’s chart, which we can do by going to Patients and clicking on the patient’s name. Now that we’re in the patient’s chart, let’s go over to the documents tab. Within the Patients Document tab, you’ll see all the notes
that have been written for this patient. If you’re a clinical administrator or a clinician assigned to this patient, you can click into the patient’s
treatment plan to view it. What we’re seeing now is a
draft of the treatment plan. Once the treatment plan is signed by the rendering clinician, we can immediately send
it to the patient to sign. To do this, click on Share on Portal. Under Documents Included in Request, E-sign is selected by default
for the treatment plan. If you need to add any other
documents in the request, add them now using the Add button, otherwise, click Send Document Request. (air whooshing) Once your document request is sent, your client will receive
an email notification informing them that there are documents ready for them to sign. After the client logs
into their portal account, they will see their pending
requests on the homepage. To sign the documents, they’ll need to click the
Review and Sign button. From there, they can read
the actual treatment plan. Once they’ve read it, they’ll need to click
the Sign Document button. In the Signed By field, they
can type their legal name. If the client is using their phone, they’ll need to press the Next button, then rotate their phone
to landscape orientation. Next, the patient can add their signature in the area provided, or select the Create Signature from Typed Name tab to
generate a signature from the name they entered
in the Signed By field. If they make a mistake when
drawing their signature, they can click the Clear link above the drawing area and try again. If they’re satisfied with their signature, they can click the Apply Signature button. From the client’s end,
the process is done. (air whooshing) When a client completes a document request by electronically signing
the treatment plan, you’ll receive an alert in your To-Do List to process portal document responses. To process the document, click the Process link for
the corresponding document. This opens the page that
includes the document that you originally sent to the client, as well as the client’s signature at the bottom of the treatment plan. Once you’ve confirmed that
the document is signed, click Mark as Processed. Then Mark as Processed again. This will complete the process and remove the item from your To-Do List. (bright music) This feature is available now, so if you have a TherapyNotes accounts, go ahead and give it a try. As always, we offer
unlimited phone support seven days a week at no additional charge. So feel free to give us a call. If you don’t have an account, visit TherapyNotes.com and
sign up for a free trial today. If you enjoyed this video, don’t forget to click subscribe
on our YouTube channel, and click follow if you’re on LinkedIn. Thanks for watching. (bright music)