How to Handle Members without Signed Agreements 📝

video1.0<iframe src="https://www.loom.com/embed/06ee6a5272b545efb492543bba6421f6" frameborder="0" width="1736" height="1302" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13021736Loomhttps://www.loom.com13021736https://cdn.loom.com/sessions/thumbnails/06ee6a5272b545efb492543bba6421f6-00001.gif83.2333333333333How to Handle Members without Signed Agreements 📝Hi there! In this Loom, I'll be showing you how to handle members who haven't signed their agreements yet. First, head to your accounts page and find the account that needs attention. From there, navigate to the member whose status is not signed. You can then send a text or email with the signature link to the patient. Once they sign, the agreement will automatically upload into their account. If you can't send the link digitally, you can download the agreement and either give it to the patient in person or email it to them. Once you receive the signed agreement, simply upload it into the designated area. That's it! Let me know if you have any questions or need further assistance.