Allow clients to eSign documents
Let me send clients documents such as disclaimers or releases through the system, receive an electronic signature from the client, and have the documents stored in our account for reference.
-
Karen Bieman commented
One of the things that has me choosing between Thera-Link and Simple Practice is the option at their site of files that the client can access, such as intake forms and contracts, that they can access, complete, sign electronically, and then submit, all within SP. If you had an option like that, I would definitely sign up here! I find clients don't often have a way to download, print, sign and scan, then upload contracts. I currently use Cognito Forms, but that isn't something I can upload to Thera-Link, it is just a URL, so I will have to find a way to share that with clients so they can sign their contract securely and submit. Do you think it's an option to have signable forms added at TheraLink?
-
Anonymous commented
Also allow documents to be able to be printed for paper files with e-signature if necessary (not everyone will use note taking features on the app)