Practitioners might add agreements to Patient profiles to ensure clarity and compliance with treatment plans and legal obligations. You can also email agreements or attach them to forms.
Adding an Agreement
- Log in as Admin or Practitioner.
- Navigate to 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 and click Save or Save and Email. The form will now be listed within their profile.
- To complete the Agreement with the Patient, Click Open Agreement, choose Proceed Without Locking, or Proceed and Lock (if you are providing the client 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 (have them sign if required) and click Submit.
Important Note: To email the agreement, click the black triangle, select Email Form or Get Link, and email them the link.
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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