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Uploading a Signed Agreement to a Patient Record

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

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated this week

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 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. On their main 'Patient' tab, scroll down to the 'Agreements' section

  3. Click 'View Details' to the right of the agreement you'd like to upload

  4. Click 'Mark as accepted'

  5. Click 'Choose file'

  6. Select the signed agreement

  7. Click 'Confirm'

To view a copy of the uploaded signed agreement:

  1. Click 'View Details' to the right of 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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