Create a Membership Agreement
- Averie Holcombe |
- 0 step |
- 26 seconds
Navigate to [https://app.aestheticrecord.com/settings/clinics](https://app.aestheticrecord.com/settings/clinics)
Click the settings icon
Zoom Saved
Click "Clinical Documentation"
Zoom Saved
Click "Patient Paperwork"
Zoom Saved
Click "Membership Agreements"
Zoom Saved
Click "Create Agreement"
Zoom Saved
Click "Create"- From here, you can free type or copy and paste your membership agreement using the text editor.
Zoom Saved
OR "Upload Files" to upload directly from your device
Zoom Saved
Name your membership agreement something you can easily identify so that when you go to attach it to a membership or search for it in the Document Repository, it's easy to find! Click Save.
Zoom Saved
Once you've created your agreement, you are ready to go to add your Membership Agreement to an existing membership (or create a new one). Head to Settings > POS > Patient Loyalty > Membership Type and find the membership. Click edit, then under Membership Agreement, locate your new agreement and select it. Click save,
Zoom Saved
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe