Emailing Agreements

Practitioners may want to email agreement forms to their Patients. This will streamline paperwork processes and facilitate convenience. Here's how you can email agreements to your Patients.

Email Agreements to Patients

Follow these steps to email agreements efficiently:

1. Log in as the Admin or Practitioner.
2. Click Patients in the main navigation.
3. Click on the Patient's Name.
4. Click on Agreements.
5. Click New Agreement.
6. Select your Agreement and click Save.
7. Click on the Three Dots (next to the open button).
8. Click Email.

Important Note: You can automatically send agreements to your patients by adding the agreement widget to a form in the Templates section. Then, link the form to a service using form automation in the Service creation section.