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Uploading a Signed Agreement to a Patient Record

patient agreement, upload, new member, membership, signed agreement

Written by Tasha Demkiw

When signing up online, patients can agree to your contract terms or patient agreement, which helps reduce admin time when onboarding a new patient. 

If a patient has already signed a copy of the agreement, follow these steps to upload their signed agreement to Hint:

  1. Navigate to the patient's record

  2. Locate the "Engagement" section > Agreements

  3. Click on the agreement you'd like to upload

  4. Click 'Mark as accepted'

  5. A pop-up will open, allowing you to upload the file

  6. Click 'Confirm'

To view a copy of the uploaded signed agreement:

  1. Click on the agreement

  2. Click 'View uploaded document'

If you need to configure an agreement prior to uploading it to a patient's chart, click here to learn how to add a new document.

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