You can manage individual Agreement Templates. 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). These templates can also include variables like Patient First Name and Patient Last Name. When creating a new Agreement Template, you can specify the Title, Body, Signature Requirement, and inclusion on the Blank Intake form. To add a new Agreement Template, follow these steps.
- Login as Admin
- Click on the Gear icon (top right header)
- Under the Template category click Agreements
- Click Add Agreement Form
- Complete the Form and click Save
To learn how to manage agreements for a specific patient/client
0 Comments