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Send All Active Members a Request to Sign a New Agreement
Send All Active Members a Request to Sign a New Agreement

How to send all of your active members a request to sign new document(s)

CC Canepa avatar
Written by CC Canepa
Updated over a week ago

After you have added or updated an agreement, you can use your Custom Message Notification to send all of your active members a request for signature.

Note: You will need to upload the new agreement to your Hint account before sending the request for signature. If you don't know how to upload a document, check out this support article for help.

Sending a request for signature to your active members:

1. Navigate to Admin > Notifications

2. On the 'Patient' notifications tab, scroll down to down to Patient Notification #6 - 'Agreements Acceptance Request' and click 'Customize'

3. Highlight and copy the text found in the 'Body' section of the customization modal

4. Close out of the customization modal to return to the full list of patient notifications

5. Scroll down to Patient Notification #15 - 'Custom Message' and click 'Customize'

6. Remove the text in the 'Body' section of the customization modal and paste the text you copied from the 'Agreements Acceptance Request' notification. Feel free to edit the body of the email as desired, though be careful not to change the text between the curly brackets {}

7. Don't forget to edit the subject line

8. Click 'Preview & Save' to preview your custom notification

9. Click 'Save Email' to finish saving the custom notification

10. Click 'Send Email' to choose your recipients

11. Under the 'Active Patients' section, select 'Retail Patients', then select 'All Retail Patients' to send the email to all of your active self-pay members. If you would like to send the signature request to employer-sponsored members as well, select 'Sponsored patients' > 'All Sponsored Patients'

12. Click 'Preview Before Sending'

13. Click 'Email Patients' to send out the request for signature

This notification will be sent to all patients selected from the section above, including those who have not agreed to the ePHI waiver.

If you have any questions, please reach out to support@hint.com.

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