Emailing Agreements

Practitioners may want to email agreement forms to patients. This will streamline paperwork processes and facilitate remote convenience.

To email agreements, please follow the instructions below.

  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 New Agreement.
  6. Select your Agreement and click Save.
  7. Click on the Black Triangle next to the Open Agreement Button.
  8. Click Email Agreement.

Add a Form to My Website

Preview Completed Forms

Adding a Signature to a Form

Sending Patient a Copy of a Signed Agreement

Disabling Form Automation

Print Blank Form

Print or Download Completed Forms

Practitioners may want to email agreement forms to patients. This will streamline paperwork processes and facilitate remote convenience.

To email agreements, please follow the instructions below.

  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 New Agreement.
  6. Select your Agreement and click Save.
  7. Click on the Black Triangle next to the Open Agreement Button.
  8. Click Email Agreement.

Practitioners may want to email agreement forms to patients. This will streamline paperwork processes and facilitate remote convenience.

To email agreements, please follow the instructions below.

  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 New Agreement.
  6. Select your Agreement and click Save.
  7. Click on the Black Triangle next to the Open Agreement Button.
  8. Click Email Agreement.

Add a Form to My Website

Preview Completed Forms

Adding a Signature to a Form

Sending Patient a Copy of a Signed Agreement

Disabling Form Automation

Print Blank Form

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