Managing Agreement Templates

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 if the Agreement needs to be Viewed.  To add a new Agreement Template, follow these steps.

1. Click on the Gear icon (top right header)
2. Click on Templates
3. Click on Forms
4. Click on Agreements
5. Click Add New
6. Complete the Form and click Save