The patient says the link expired
Form links work for 7 days and document signing links for 14 days. Send a new one.
Last updated October 22, 2026
Who can do this: Admin, Nurse Case Manager, Internal Case Manager, Billing Staff
Steps
- Open the patient and click the Forms tab (or the Documents tab for a document to sign).
- Check when it was sent. A form under Sent Forms (Awaiting Signature) shows the date it went out; its link stops working 7 days after that, even though the badge still says Sent.
- Send the form or document again. The new link starts a new 7 days for a form, or 14 days for a document.
If something goes wrong
- The patient says their date of birth isn't accepted.
- Check the date of birth on the patient's file and correct it, then ask them to try again.
- The patient never got the email.
- See I didn't get the email.