Adding Agreements to Patient/Client Profiles

You can add agreements and have patients/clients sign them (if enabled) in a variety of ways. Have patients review and sign agreements before the appointment, or while in your waiting room. You can also email agreements or attach them to forms.

  1. Click on the Patient's/Client's name
  2. Click on Agreements
  3. Click on the Add an Agreement Form button
  4. Click on the Dropdown for Select a Template
  5. Modify the default message and click Save or Save and Email
  6. The form will now be listed within their profile
  7. Click Open Agreement (if you want to email the agreement click the black triangle and select Get Link and email them the link)
  8. 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)
  9. Have the patient/client read the form over (have them sign if it is required), and click Submit

Learn How to Manage Agreement Templates

Custom Question Types on Forms

A Form was not Received by Patient/Client

Current Forms Displayed on the Appointment View

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Add/Send an Additional Form to a Patient/Client

Mark as Required, Auto-Pin or Auto-Snapshot Custom Question

You can add agreements and have patients/clients sign them (if enabled) in a variety of ways. Have patients review and sign agreements before the appointment, or while in your waiting room. You can also email agreements or attach them to forms.

  1. Click on the Patient's/Client's name
  2. Click on Agreements
  3. Click on the Add an Agreement Form button
  4. Click on the Dropdown for Select a Template
  5. Modify the default message and click Save or Save and Email
  6. The form will now be listed within their profile
  7. Click Open Agreement (if you want to email the agreement click the black triangle and select Get Link and email them the link)
  8. 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)
  9. Have the patient/client read the form over (have them sign if it is required), and click Submit

Learn How to Manage Agreement Templates

You can add agreements and have patients/clients sign them (if enabled) in a variety of ways. Have patients review and sign agreements before the appointment, or while in your waiting room. You can also email agreements or attach them to forms.

  1. Click on the Patient's/Client's name
  2. Click on Agreements
  3. Click on the Add an Agreement Form button
  4. Click on the Dropdown for Select a Template
  5. Modify the default message and click Save or Save and Email
  6. The form will now be listed within their profile
  7. Click Open Agreement (if you want to email the agreement click the black triangle and select Get Link and email them the link)
  8. 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)
  9. Have the patient/client read the form over (have them sign if it is required), and click Submit

Learn How to Manage Agreement Templates

Custom Question Types on Forms

A Form was not Received by Patient/Client

Current Forms Displayed on the Appointment View

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Add/Send an Additional Form to a Patient/Client

Mark as Required, Auto-Pin or Auto-Snapshot Custom Question

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming