In this documentation, we'll walk you through the process of generating Purchase Agreement Templates that you can utilize in place of original PDF uploads. The template option allows you to not only create your own template, but to be able to update it on the fly instead of needing to create a new PDF and submit a support request to have it uploaded.
Creating the Purchase Agreement Template
First, navigate to the Settings module where you’ll find the Purchase Agreements submenu.
Here you will find a list of all Purchase Agreement templates that you have created for your practice. In order to create a new Purchase Agreement, select the + New Template button towards the top-right of the page.
Similarly to our Templates section, this will open up a new template where you will first need to give it a Template Name.
Note: Remember, if you would like others in the practice to be able to utilize the template, you will need to select the Visible to other practice members option. Only the original template creator and Business Owners will be able to make updates to the template.
Next, you will find the familiar word processor where you can begin to build out your template. What is special about the Purchase Agreement Templates are the specific Merge Tags that are available at your disposal; these will be very important to implement into your Purchase Agreement Template as these are how the information from the patient, their devices, and invoices will be populated into the Purchase Agreement. Be sure to familiarize yourself with these merge tags as they will allow you a great deal of flexibility to create your own Purchase Agreements to suit your needs.
Once you have created the `Purchase Agreement` to your needs, be sure to select `Save`, and if you need the `Purchase Agreement` to be available to other members of you practice be sure to select the `Visible to other practice members` option.
Applying the Purchase Agreement Template
Now when you go to create the `Purchase Agreement` for a patient, you’ll find the new `Purchase Agreement Template` able to be selected within the `Template` dropdown. To distinguish the `Purchase Agreement Templates` that you created apart from the ones that may have been previously uploaded, you’ll notice that the `Templates` you created are highlighted in yellow.
You’ll select the `Invoice` and input the other information as you normally would, then you select the `Edit Form & Print` option which will allow you to review the template, make any required changes, and preview the final result.
You’ll see that there are multiple options to the left for the form:
Sign: Have the patient electronically sign the Purchase Agreement
Print: Allows you to print off the Purchase Agreement
Upload to E-Docs: Allows you to upload the Purchase Agreement in its current state directly to the patient’s E-Documents section
Email to Patient: Allows you to email the Purchase Agreement in its current state directly to the patient
Note that you can also select the following options:
Enhanced Table Rendering:
Clinic Header: Adds the standard header to your `Purchase Agreement`
Provider Signature in Footer: Includes the provider’s electronic signature in the footer
Patient Signature in Footer: Includes the patient’s electronic signature in the footer (will notify if the form is Not Signed)
In this documentation, we've walked you through how to create your own Purchase Agreement Templates. As always, feel free to reach out if you have any questions or concerns and we'll be happy to help.