Completing a virtual order in the Delivery portal

How to run a virtual setup end to end: choosing the virtual experience, verifying patient information, collecting a digital patient signature, and handling a no-show.

Synapse Health has enhanced the Delivery Portal to support digital signature collection during virtual setups, in addition to the existing in-person delivery workflows. This update streamlines work flow for virtual product processing.

This quick guide walks your team through each step – from patient verification to signature collection and order submission – ensuring a smooth experience whether the setup is virtual or in-person.

Step 1: Open the order and select in-person or virtual

Input your Access Code and the Patient Last Name to access the order in the Delivery Portal.

Select if this order is to be processed In-Person or Virtually on the Select Your Experience screen.

Step 2: Verify patient information and request the signature

You will then need to verify the patient’s information. The patient will receive an email with a link to sign the document.

Select Request patient signature to send the email.

If the patient is a no-show

If the patient is a no show, select “Mark patient no-show.” The technician will be asked to input their name and sign. A no-show document will be generated and saved to the order.

Step 3: Process the order and add the technician signature

Continue to process the order as normal – order details and order products are completed the same way as an in-person delivery.

The technician will input their name and signature. They are also able to resend the patient signature and request a status update.

Step 4: Track signature status and submit

See status of signature collection in real time. Once the patient signs, you will see the status of “Complete.”

Once the order is submitted, all signed documents will be saved to the order. The order will transition to “Pending Synapse Review” status for Synapse Health order review.

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