Sending confirmation reminders

Signatures obtained or uploaded via a staff member’s account will be displayed as as awaiting patient confirmation until a patient confirms or disputes a signed quote.

As described when signing quotes, patients will be sent an email asking them to confirm that they signed the quote.

Patients may, however, forget to evaluate the signing from the patient portal. To remind them to take a look at the signing, you may send reminder emails to them:

1. find the patient’s signed quote
2. click on the Send Confirmation Reminder button
3. confirm that you would like an email sent to the patient

To ensure that patients aren’t inundated with too many emails, a total of 3 reminders per signed quote may be sent, and each new reminder may only be sent 7 days after the most recent reminder.