Legal Agreements

These documents are presented to patients during actions like appointment requests, service sign-ups, or other intake flows, ensuring you can capture acknowledgment or consent where needed.

Adding Documents

Each document includes a description and a link to the full content. This can be used for items like privacy policies, consent forms, or communication disclosures.

Once added, these documents can be surfaced to patients at the appropriate point in their journey.

Consent Settings

You can control when a document is required using toggles:

• Member Sign-Up determines whether consent is required when a new patient is entering the system

• Video Visits applies the document specifically to telehealth interactions

This gives you flexibility to apply different legal requirements based on context.

How It’s Used

Most organizations use this section to ensure compliance and transparency during intake. It helps standardize how legal information is presented and ensures patients acknowledge required documents before proceeding.

Practical Notes

You can add multiple documents depending on your needs. For example, you might include a general privacy policy, a communication consent, and a telehealth-specific agreement—each applied to different parts of the patient experience.

Because these documents are tied directly to patient actions, they become part of a consistent and trackable intake process.