How to Manage policy agreements with clients efficiently

As an Admin of Noterro, you have the responsibility of managing agreements to ensure compliance and streamline your clinic's processes. Agreement templates can be used anytime you would need a patient/client to agree to a policy (eg. Privacy Policy), or a procedure (eg. Consent To Treatment). Noterro provides you with the necessary tools to add, edit, and delete agreements. Let's explore each of these actions in detail.

Adding an Agreement

Adding a new agreement is an important step in setting up your clinic's policies and procedures. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu.
4. Scroll to the Agreement section.
5. Click Add New.
6. You have three options. You can select a Noterro Template, or a Template you have already added, or you can start with a Blank Template.
7. Click on the Name of your template.
8. If you start with a Blank Agreement Template, you will need to enter the name of your Agreement before you begin. Once the Template has been added you can add your content and decide if you want to Require a Signature* or Require to view the agreement before agreeing**.
9. If you selected a Noterro Template or a previously created Template, you can edit the template.
10. Click on Save.

Agreements can be attached to Form Templates so that when a patient completes a Form, they must also agree to any attached agreements. You can add Agreements to Form Templates and they will appear as a link at the bottom of the Form Template. You should add your Agreements before your Form Templates.

*Requiring a signature may cause confusion for your patients/clients because they may not know how to sign the document if they are on a desktop computer.

**Require to view the agreement before agreeing forces your patients/clients to open the agreement.

Duplicating an Agreement

If you wish to create a new agreement based on an existing agreement, here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Click Templates from the menu.
4. Scroll to the Agreement section.
5. Click Add New.
6. In the window that appears, click on the Your Agreements.
7. Find the existing agreement you wish to duplicate and click on Duplicate.

Editing Agreements

If you need to make changes to an agreement, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu.
4. Scroll to the Agreement section.
5. Locate the specific agreement you want to edit and click on its name.
6. Update the necessary details, such as the title, and content.
7. You can optionally, set agreements to require a signature and/or require the agreement to be viewed before any agreements can be confirmed.
8. Click Save to save the changes.

Deleting Agreements

Deleting an agreement should be done with caution, as it permanently removes it from your clinic's options. If you're certain you want to delete an agreement, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu.
4. Scroll to the Agreement section.
5. Locate the specific agreement you want to delete and click on the three dot drop-down menu to its right.
6. Click Delete.
7. In the prompt that appears, click Yes, Delete to confirm deletion.

Please note that deleting an agreement will permanently remove it from your clinic's options. Make sure to communicate any changes to your team members to avoid any disruptions.

By effectively managing agreements in Noterro, you can ensure compliance with policies and streamline your clinic's processes. If you have any questions or need further assistance, our support team is always here to help.