How to Manage policy agreements with clients efficiently

As an Admin of Noterro, you manage agreements to ensure compliance and streamline your clinic's processes. Agreement templates can be used anytime a Patient agrees to a policy (e.g., Privacy Policy) or a procedure (e.g., Consent to Treatment). Noterro provides the necessary tools to add, edit, and delete agreements. Let's explore each of these actions in detail.

Adding an Agreement

Adding a new agreement is important in setting up your clinic's policies and procedures. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu.
4. Scroll to the Agreement section.
5. Click Add New.
6. You can select a Noterro Template, a Template you have already added, or start with a Blank Template.
7. Click on the Name of your template.
8. If you start with a Blank Agreement Template, you will need to enter the name of your Agreement before you begin. Once the Template has been added, you can add your content and decide whether to require a signature or view the agreement before agreeing.
9. You can edit the template if you selected a Noterro Template or a previously created Template.
10. Click on Save.

Important Note: Agreements can be attached to Form Templates so that when a Patient completes a Form, they must also agree to any attached agreements. You can add Agreements to Form Templates, which will appear as a link at the bottom. You should add your Agreements before adding your Form Templates.

Duplicating an Agreement

If you wish to create a new agreement based on an existing agreement, here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Click Templates from the menu.
4. Scroll to the Agreement section.
5. Click Add New.
6. Click on the Your Agreements tab.
7. Find the existing agreement you wish to duplicate and click on Duplicate.

Editing Agreements

If you need to make changes to an agreement, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to the Agreement section.
5. Locate the specific agreement you want to edit and click on its Name.
6. Update the necessary details, such as the title and content.
7. You can optionally set agreements to require a signature and/or require the agreement to be viewed before any agreements can be confirmed.
8. Click Save.

Deleting Agreements

Deleting an agreement should be done cautiously, as it permanently removes it from your clinic's options. If you're certain you want to delete an agreement, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to the Agreement section.
5. Locate the specific agreement you want to delete and click on the Three Dots.
6. Click Delete.
7. In the prompt that appears, click Yes, Delete to confirm deletion.

Important Note: Deleting an agreement permanently removes it. Communicate any changes to your team members to avoid disruptions.