Ensure clarity and compliance in your treatment plans and legal obligations by adding agreements to patient profiles. You can email these agreements or attach them to forms for added convenience.
Adding an Agreement
Follow these steps to add an agreement to a patient's profile:
- Log in as Admin or Practitioner.
- Navigate to the Patient's profile.
- Click on Agreements.
- Click on the Add An Agreement Form button.
- Click on the Dropdown for Select a Template.
- Modify the default message, then click Save or Save and Email.
- The form will now be listed within the patient's profile.
- To complete the Agreement with the Patient, click Open Agreement.
- Choose Proceed Without Locking or Proceed and Lock (if you are providing the patient access to your device, we recommend locking your session. You will be required to enter your password to continue).
- Have the Patient read the form, sign it if required, and click Submit.
Important Note: To email the agreement, click the black triangle, select Email Form or Get Link, and email the link to the patient.
Comments
4 comments
If we have a touch screen computer, can the patient sign forms directly in the soap note on the computer or sign the form and have it attached to the soap note?
Thank you
Yes, they can sign on the screen. Forms are automatically linked to SOAP notes when the signature date and treatment date match. You can see an example in this video here: https://youtu.be/XrN7kjVDQ0M?t=2m50s
So i am adding forms on the day for client to sign but the date is saying signed the day before? why is this happening and how do I fix it?
thanks
Hi Erin, we're investigating this issue, thanks.
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