Sending Patient a Copy of a Signed Agreement

Sharing a copy of a signed agreement with a Patient is an important step to ensure transparency and mutual understanding of the agreed terms and conditions.

Send a Copy of a Signed Agreement

Follow these steps to send a signed agreement to a Patient:

1. Log in as the Admin or Practitioner.
2. Click on Patients in the main navigation.
3. Select the Patient's Name.
4. Click on Agreements.
5. Click on the Three Dots to the right of the Agreement.
6. Select Download.
7. Email the downloaded agreement to the Patient.

Important Note: Always ensure that the contact details for the Patient are current and correct before sending the email. Double-check the downloaded agreement to make sure it is the correct document intended for that Patient.

By following these steps, Practitioners can ensure both they and their Patients have a thorough understanding of the terms, promoting a transparent practice environment. If you have any questions or require further assistance, feel free to contact our support team.