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PATIENT EDUCATION

Discover Everything You Need for Your Healthcare Experience.

https://www.youtube.com/watch?v=3KlTdYWxqWc

Appointment Walkthroughs

Medical 1st Appointment

Dental Cleaning

Physical Therapy 1st Appointment

Occupational Therapy 1st Appointment

Speech Therapy 1st Appointment

DocuSign Intake Packet Guide

STEP 1

Check Your Email

  • Look for an email from DocuSign that resembles the image below.
  • We recommend using a computer to complete the DocuSign packet, as it may be difficult to complete on a phone or tablet.
Step 1 Check Your Email
STEP 2

Click on Review Document

  • Click the yellow “Review Document” button in the email.
  • This will open the form on the DocuSign website.
STEP 3

Agree to the “Electronic Record and Signature Disclosure”

  • You will need to click on the “Electronic Record and Signature Disclosure” checkbox. Then you can click the continue box.
Step 3 Agree to the Electronic Record and Signature Disclosure
STEP 4

Complete All Sections of the Document

  • On the left side of the document, clicking on the Next button will take to
    you to the next field to be entered.
Next Button
  • Some fields you must choose between options.
  • Depending on your choice, you will move onto the next field, or be asked for more information.
Choose Option
  • As you go through this document there are Mandatory fields that must have data entered in them, they are highlighted with a red box.
Required Fields
  • There are numerous checkboxes that are not mandatory, but if checked will provide staff with helpful information going forward. Please complete as many fields as possible.
  • Other boxes will require an attachment, that could include medical records, prescriptions, photo ID, etc. These are indicated by a box with a paperclip.
Check Options
STEP 5

Signing the Document

  • At the end of each section there is a signature page. You must choose “I agree to sign” or “I decline to sign”. If you check “I decline to sign” you will move to the next section.
Check to agree or decline.
If you check “I agree to sign” you will be prompted to fill out the highlighted sections. You will need to fill out “Relationship to Patient” field and click the Sign button.
Fill out relationship to patient
STEP 6

Adopting a Signature

If this is your first time signing a document in DocuSign, clicking on the “Sign” tag will open a box for adopting your signature.

Adopting a Signature:

  • First, verify your name is correct.
  • Next, select a style for your signature by choosing one of the following options:
    • Accept the default signature and initial style.
    • Click “Change Style” to select a different signature option.
    • Click “Draw” to draw your signature/initials using a mouse, or your finger or stylus on a touchscreen.
Adopt and sign
STEP 7

Finishing the Document

  • Once you’ve clicked through all the “Next” buttons, the “Finish” button will turn yellow, allowing you to complete the document.
Next Button
Click finish to complete

Patient Portal Help Guides

PATIENT PORTAL

Login Steps

Patients at Kramer Davis have the option to create an online patient portal account. They will receive an email in their inbox with their Username and URL link to the Patient Portal.
User Credentials: Enter username and password provided in the email.
Mobile Phone: Enter first name, last name, and date of birth of the patient and hit submit.
Important Note: The phone number and email will be Kramer Davis Health has on file.
After the user has picked their option, click the Send Code button.
Enter code you have received via phone or email and click verify
You will be asked to create New Password. After adding the new Password, click the Next button.
When the user has successfully created a new Password, the system will now log them in to their portal home screen.
PATIENT PORTAL

Account Overview

When the user has successfully created a new Password, the system will now log them in to their portal home screen.
My Account options
Messages contains an inbox to send an receive messages to the clinic Image 1
Messages contains an inbox to send an receive messages to the clinic Image 2
Messages contains an inbox to send an receive messages to the clinic Image 3
Select the Provider you wish to send / reply to.
After typing your message, please click the Send button. This button will then be sent to the provider you selected into the system.
Medical Records options
Appointment options
Questionnaire options
Education options
Language preference options
PATIENT PORTAL

Sending Messages

Messages contains an inbox to send an receive messages to the clinic Image 1
Messages contains an inbox to send an receive messages to the clinic Image 2
Messages contains an inbox to send an receive messages to the clinic Image 3
Select the Provider you wish to send / reply to.
After typing your message, please click the Send button. This button will then be sent to the provider you selected into the system.