How to Create an Agreement to Collect Signature on Forms

You may choose to collect signatures on forms. First, remember to create an agreement that requires a signature. Then, attach that agreement to your form.

Adding an Agreement

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click Templates.
  4. In the Agreement section, click Add New.
  5. Add a statement indicating they have read the form (see sample below).

Creating a Form

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click Templates.
  4. Click Add New.
  5. When creating your Form, Add the Agreement section.
  6. Select Intake Inform Consent agreement (as from the example above).

How Practitioners Can Add a Form Button to Their Website

How Practitioners Can Preview Patients' Completed Forms

Streamline Patient Agreements with Convenient Emailing

Sending Patient a Copy of a Signed Agreement

How clinics disable automatic sending of forms to patients

How to Print Blank Forms for Patient to Fill

Print or Download Completed Forms

You may choose to collect signatures on forms. First, remember to create an agreement that requires a signature. Then, attach that agreement to your form.

Adding an Agreement

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click Templates.
  4. In the Agreement section, click Add New.
  5. Add a statement indicating they have read the form (see sample below).

Creating a Form

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click Templates.
  4. Click Add New.
  5. When creating your Form, Add the Agreement section.
  6. Select Intake Inform Consent agreement (as from the example above).

You may choose to collect signatures on forms. First, remember to create an agreement that requires a signature. Then, attach that agreement to your form.

Adding an Agreement

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click Templates.
  4. In the Agreement section, click Add New.
  5. Add a statement indicating they have read the form (see sample below).

Creating a Form

  1. Log in as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click Templates.
  4. Click Add New.
  5. When creating your Form, Add the Agreement section.
  6. Select Intake Inform Consent agreement (as from the example above).

How Practitioners Can Add a Form Button to Their Website

How Practitioners Can Preview Patients' Completed Forms

Streamline Patient Agreements with Convenient Emailing

Sending Patient a Copy of a Signed Agreement

How clinics disable automatic sending of forms to patients

How to Print Blank Forms for Patient to Fill

Print or Download Completed Forms

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Get started with
Noterro today!

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

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice