What is an Agreement?

An agreement is a formal arrangement between two or more parties that outlines their mutual obligations, responsibilities, and expectations. It can be written or verbal and becomes legally binding when it includes elements like offer, acceptance, consideration, and mutual intent.

What are the Types of Agreements?

Types of agreements include:

• Contracts: Legally binding written or verbal agreements enforceable by law.
• Memoranda of Understanding (MOU): Non-binding agreements outlining the terms and details of mutual understanding or cooperation between parties.
• Service Level Agreements (SLA): Agreements between a service provider and a customer outlining the expected level of service.
• Non-Disclosure Agreements (NDA): Agreements to keep certain information confidential.
• Lease Agreements: Contracts outlining terms for renting property.

What are the Key Aspects of an Agreement?

The key aspects of Agreements in Noterro are:

1. Types of Agreements:

• Privacy Policy: Outlines how Patient information will be collected, used, and protected.
• Consent to Treatment: Details the procedures and treatments a Patient consents to receive.
• Custom Agreements: The clinic needs Patients to agree to any other specific policies or terms.

2. Managing Agreements:

• Adding an Agreement:
  • Log in as the Admin.
  • Click on the Gear icon (top right header).
  • Select Templates from the menu.
  • Scroll to the Agreement section.
  • Click Add New.
  • Choose a Template: You can select a Noterro Template, a previously added Template, or start with a Blank Template.
• Editing an Agreement:
  • Navigate to the Agreement section under Templates and select the agreement you wish to edit. Make the necessary changes and save.
• Deleting an Agreement:
  Locate the agreement in the Templates section and choose the option to delete it.

3. Usage of Agreements:

• Agreements are used anytime a Patient or client needs to formally agree to a policy or procedure. This could be during the initial Patient intake process or before specific treatments.

4. Compliance:
   • Ensuring that all agreements are up-to-date and accurately reflect the clinic's policies and legal requirements is crucial for compliance and protecting the clinic and the Patients.

By effectively managing agreements in Noterro, clinics can ensure that all necessary consents and acknowledgments are properly documented, enhancing overall management and legal compliance.

What Should Be Considered Before Deleting an Agreement?

Deleting an agreement will permanently remove it from your clinic's options. Make sure to communicate any changes to your team members to avoid any disruptions. Always ensure that the agreement is no longer needed and that all necessary records have been kept before deletion.

How can you set a Signature Requirement for an Agreement?

Yes, you can set agreements that require a signature. You can specify that a signature is required when editing or adding an agreement. This ensures that the Patient formally acknowledges and agrees to the terms.