Streamline Patient Agreements with Convenient Emailing

Practitioners may want to email agreement forms to their Patients. This will streamline paperwork processes and facilitate convenience. Here's how you can email agreements to your Patients.

  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.

How Practitioners Can Add a Form Button to Their Website

How Practitioners Can Preview Patients' Completed Forms

How to Create an Agreement to Collect Signature on Forms

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

Practitioners may want to email agreement forms to their Patients. This will streamline paperwork processes and facilitate convenience. Here's how you can email agreements to your Patients.

  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 their Patients. This will streamline paperwork processes and facilitate convenience. Here's how you can email agreements to your Patients.

  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.

How Practitioners Can Add a Form Button to Their Website

How Practitioners Can Preview Patients' Completed Forms

How to Create an Agreement to Collect Signature on Forms

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