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How to Remind Clients to Accept Invitation and e-sign Consent Forms?

This topic only applies to clients that you have invited to your account using their email addresses.

For security purposes, client invitation links expire after 7 days. You can check the days until expiry and resend invitations by following the steps below:

  1.  Go to your client's profile.
  2.  Click Options and click Consents
  3.  Click Request e-signature                                                                                                                                                                                                                                                             
  4. Select the authorization types you need your client to sign and click Email client to e-sign.

Congratulations! You now know how to remind clients to e-sign consent forms!

If you have questions or feedback, please feel free to reach out to us at support@medchart.ca.

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