Sending Patient a Copy of a Signed Agreement

Practitioners may want to send a Patient a copy of a signed agreement to ensure transparency and mutual understanding of the terms and conditions agreed upon. Here's how you can send someone a copy of their signed agreement.

1. Log in as the Admin or Practitioner.
2. Click Patients in the main navigation.
3. Click on the Patient's Name.
4. Click on Agreements.
5. Click on View.
6. Click on the Printer icon in the top right.
7. Select Print to PDF in your Printer Settings.
8. Email the PDF document to the Patient.