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.

Adding an Agreement

1. Log in as Admin or Practitioner.
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. The form will now be listed within their profile.
7. To complete the Agreement with the Patient, Click Open Agreement, 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).
8. Have the Patient read the form (have them sign if required) and click Submit.

Important Note: To email the agreement, click the black triangle, select Email Form or Get Link, and email them the link.