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Send Request for Signature

patient contract, member contract, patient agreement, member agreement, e-signature, request to sign new agreement

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over 3 months ago

If you have updated your membership agreement or would like to send a request to a patient for signature on your membership agreement:

  1. Navigate to the patient's record in Hint

  2. Scroll down to the 'Agreements' section of their 'Patient' tab

  3. Click 'Request acceptance by email'

The patient will receive Patient Notification #6 - 'Agreements Acceptance Request'. You can view & customize this email under 'Admin' -> 'Notifications'.

Note: Patients do not need to log into the patient portal with a magic code to access the agreement.

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