Adding Agreements to Patient Profiles

Practitioners might add agreements to patient profiles to ensure clarity and compliance with treatment plans and legal obligations. You can also email agreements or attach them to forms.

1. Log in.
2. Navigate to Patient's profile.
3. Click on Agreements.
4. Click on the Add An Agreement Form button.
5. Click on the Dropdown for Select a Template.
6. Modify the default message and click Save or Save and Email.
7. The form will now be listed within their profile.
8. Click Open Agreement (if you want to email the agreement click the black triangle and select Get Link and email them the link).
9. Choose Proceed Without Locking or Proceed and Lock (If you are providing the client access. to your device, we recommend locking your session. You will be required to enter your password to continue).
10. Have the patient read the form over (have them sign if it is required), and click Submit.