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Contracts: Now in Beta

Signed, sealed, and filed in Dolphin.

Treatment contracts, financial agreements, and consents signed digitally by the patient or responsible party, then filed straight into the Dolphin chart. Contracts is currently in Beta with a select few practices. Every other part of the patient journey is fully available today.

A blurred preview of Contracts on desktop, iPad and iPhone, marked Beta and coming soon
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Beta program

In Beta with a select few practices

Contracts is live in Beta with a small group of partner practices while we refine the experience with real treatment contracts and real responsible parties. Everything else on the platform (online scheduling, reminders, intake, messaging, the portal, and payments) is fully available today. Want to be considered for the Beta? Book a demo and mention Contracts.

How it works

From present to filed, no front-desk work

01

Present

The treatment contract or consent is sent with the intake packet or on its own, by SMS or email.

02

Review

Patient or responsible party reads every clause on any device, in your branding. No app, no login.

03

Sign

Digital signature captured in the browser, with date, time, and signer identity recorded.

04

File

The signed PDF writes into the patient record in Dolphin. Nothing to scan, print, or chase.

What a contract can carryBeta

Document types

  1. 01Treatment contracts and financial agreements
  2. 02Consents and acknowledgements
  3. 03Practice policies with your privacy-policy URL
  4. 04Multi-signer support for responsible parties

Built into the same system

  1. 01Send alongside intake or as a standalone link
  2. 02Digital signatures with timestamp and identity
  3. 03Signed PDF saved to the patient record in Dolphin
  4. 04Status visible in the staff workspace: sent, viewed, signed
The full journey

Online scheduling to final payment, all in one place

Online scheduling, reminders, intake, contracts (beta), the visit, and the final payment for treatment rendered: one connected route, with the deepest Dolphin integration out there. The chart, the ledger, and the schedule stay in Dolphin; the experience stays yours.

01Book online into real Dolphin availability
02Branded reminders and two-way texting
03Intake that writes into the chart
04Contracts signed and filed automatically (Beta)
05Balances, autopay, and the family portal
06Dolphin ledger updated on every payment
Book a demo

See it running against your Dolphin data.

A demo covers intake, the Dolphin write-back, messaging, online scheduling, and payments, mapped to how your offices actually work.