Training
Practice the flows a patient goes through. Nothing here is real — no patient sees it, no money moves, and nothing is saved.
Practice building a plan
The full wizard with fake patients — nothing is saved
Practice taking a payment
The real pay page with real card fields — no real charge
Practice signing a contract
Opens a practice contract you can sign as many times as you want
The practice contract is a fake contract on a public link. Signing it does nothing and reaches no patient. Never put a real patient's details into it.
What the patient sees when they sign
- They get both a text and an email with the same link — we send to both, so tell them to check either. The text reads “Your treatment agreement is ready to review and sign” followed by the link.
- They tap the link. It opens in their phone's browser. There is no app to install and no account to create.
- They read the agreement, scrolling to the bottom.
- They sign — and they get three ways to do it: Draw with a fingertip, Type their name, or Upload an image. Typing is the easiest one to talk someone through over the phone.
- They tap the signature and date onto the document, then Complete.
- A confirmation box asks “Are you sure?” — they must tap Sign there too. It is not signed until they do.
- They see a confirmation, and it shows as signed on our side shortly after.
When a patient gets stuck
- "I never got the text." Have them check their email — the same link goes to both, and the email often arrives when the text does not. Then check the mobile number on their record (a landline or a typo is the usual cause) and their spam/blocked messages.
- "The link doesn't open." Have them tap it directly in the text rather than copying it. Some keyboards mangle a pasted link.
- "I can't sign / the box won't take it." Point them at the Type tab — they can type their name instead of drawing it. Drawing does not need to look neat either.
- "I tapped Complete but nothing happened." A confirmation box appears asking “Are you sure?” — they still have to tap Sign in it. This is the most common place people stop, believing they are done.
- "I signed but you don't see it." Give it a minute, then refresh. If it still is not showing, do not send a second contract — check with someone first, so the patient does not end up with two.