Agreements & Consent

Consent and treatment agreements, e-signed and filed against the client.

Included from Essentials upward.

Treatment agreement

v2 · published 14 Jan

Client signature

R. Okonkwo
14 Jan · 11:03

Illustrative — sample record, not a real client

What it actually does

A signed agreement is stored against the client with who signed it and when — retrievable in a lookup rather than a filing cabinet.

What the client signed is preserved as they signed it, so updating your terms does not rewrite history.

Works with

Versioned intake forms that go out before the visit and come back signed.

Clinical notes you can sign — and amend, with the amendment itself on the record.

Who opened which record, and when — recorded, queryable, and separate from the change log.

Create an account and start with your next visit.