Submitting a Non-Disclosure Agreement Form
1. Navigate to the Internal
2. Go to Compliance and select Non-Disclosure
3. Select the Setting icon and from the action dropdown select Live.
Note - This will take you to the Non-Disclosure Agreement form
Patients can also access this form from your website
Users can send an invite from dashboard to patients
- Fill out the whole form
Note: All fields in red are "required" and yellow are "optional" to fill up!
4. Get Started
View Agreement Verbiage
Signer Information
Signer Address
Signer Contact
Submitter will receive status notifications via SMS/Email
Submitter must Sign and date and will be sent notification email and sms
Submission will show in Non Disclosure table as Submitted
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1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Admin Icon select Share Form 4. Choose sending method - Phone or Email For SMS - Enter the Phone Number For Email - Enter the Email Address 5. Click the Send ...
Generate a Non-Disclosure Agreement PDF
1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Action Colum select the PDF Button in the dropdown. Note: This will take the User to the "PDF" form
View Non-Disclosure Agreement Submission
1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. Click View Non-dis - User can view the information
Add and Edit Non-Disclosure Agreement Text
1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Admin Icon select the Settings 4. Select Edit and update text - Select Save The Non-Disclosure verbiage will be updated for new submissions.
Activate a Non-Disclosure Agreement Submission
Only Inactive Non-Disclosure Submissions can be Activated 1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Action Colum select the Active Button in the dropdown. 4. Click the Activate button at the bottom of ...