Short answer
Yes. A disclosure that is turned on (Enabled) shows on the Disclosures page of everyone it applies to: caregivers in the AveeCare app and clients in the client portal. The menu shows a count until they sign. They open it, read it, sign it or tick the acknowledgment box, and press Submit. The signed copy then appears on that person’s Disclosures tab in the office. That page does not send an email, so let them know it is waiting. For someone who does not sign in, open their Disclosures tab, click Generate Remote Link, pick the disclosure, and use Send via Email or Copy Link to send a secure single-use link.
Step by step
- Open Disclosures from the sidebar, then open the disclosure or click New Disclosure.
- Set Applies To (for example Caregiver Only, or Both Patient and Caregiver).
- Turn on Require Signature if you need a signature rather than an acknowledgment.
- Turn on Enabled and save.
- The caregiver or client opens Disclosures in the app or portal, signs, and presses Submit. You see the signature on their Disclosures tab.
Good to know
- A remote link lasts from 15 minutes to 72 hours and works once. Its status shows under Remote Signing Links on the same tab.
- You can still record a paper or in-office signature from the person’s Disclosures tab with Add Agreement.