Creating Clinic Policy & Terms

  1. Login as the Admin.
  2. Under the Patient heading click From Template
  3. Click New Form Template
  4. Create your Policy & Terms
  5. Click Save.

 

What happens if I want to change my Policy & Terms?

If you decide to change any part of your Policy & Terms, you have the ability to also reset all patients to no longer have the Policy & Terms marked as accepted.  This is optional.  Otherwise, another method to update your patients would be to send an email blast to your patient list, notifying them of the update.  You can use the MailChimp Integration for this if you prefer.

Ryan -
Have more questions? Submit a request

8 Comments

Date Votes
  • 0
    Avatar
    Helen Howe

    Can't paste my policy into the text box. Short of re-writing the extensive consent form how am I supposed to get the policy in there?

     

  • 0
    Avatar
    Ryan

    Helen, you should be able to copy/paste into it? 

  • 0
    Avatar
    Cathleen Bellerose

    No I have tried this as well it will not allow you to copy and paste waiver. I had to rewrite it.

  • 0
    Avatar
    Ryan

    If you ever have problems like this is the future, let us know and we can usually figure out a solution.

     

  • 0
    Avatar
    Terri Goddard Kanik

    I am having the same problem. I have several forms for my patients to sign before I see them, which I have as Word docs. Trying to copy and paste into the form template, and it's forcing me to use other formatting. Very frustrating.

     

  • 0
    Avatar
    Ryan

    Hi Terri, we can help you import your document.  Please email it to support@soapvault.com and we'll give you a hand!  

  • 0
    Avatar
    Shirlene Davis LMT

    For those having an issue with the copy and paste feature, here is how I was able to do it.  I copied from the original file, went to the form template and clicked in the form field.  I then went to the browser edit tab and clicked paste.  It entered in my text I wanted now all I need to do is enter in the formatting fields!  

  • 0
    Avatar
    Gwen MacLean

    Thank you Shirlene Davis! It works.

Please sign in to leave a comment.