How to Print and Save an Ortho Contract

Once a patient has agreed to an Ortho Contract, you can print it in .PDF format, obtain the signature, and scan the document into the patient's record.

Note: For more information, see How to Create an Ortho Contract. 

To print and save an ortho contract:

1. From the Patient tab, select Financials > Contracts. The Contracts window is displayed.
2. Select a contract from the list and click Print Selected Contract. The Print Contract Window is displayed.
3. To make changes to the contract before printing, select Edit This Document. Edit controls become active. Update the content and click Save Document.
4. Click Generate PDF. A PDF is created for you to print for the patient to sign.
   Note: Depending on your software, you might be able to obtain a signature directly in the PDF instead of printing it first.
5. After the contract has been signed, you can scan or upload it to Patient Files (Patient tab > Patient Files > Upload File).