Edit, Update & Print Your Terms & Conditions Sheet

Topic

Settings

For

Front Office Team

Read Time

~3 minutes

Your Smile Advantage dashboard has a feature to edit, revise, and print your terms and conditions sheet.

How to view terms and conditions

1. From the dashboard, navigate to your username in the top corner.
2. Click on Terms and Conditions Sheet to view a digital version of your current terms.

Editing your terms and conditions

1. Click on your username, then Settings.
2. Under Terms Conditions Policy, check the box to enable editing. (Optional: for additional formatting options, click the Markdown button.)
3. Add or remove terms as required.
4. Once done, scroll down and click Update Office and Revise Terms. A green box will confirm your edits.

When registering a new member

During the new patient registration process, there is an option at the end to review and print the terms and conditions.

1. Fill out the patient’s basic information and select their plan.
2. Before clicking Create Subscription, click the orange text to show the revised terms and conditions sheet.
3. Print the terms for the patient to sign. After signing, archive it or add it to your documentation.
4. Before finalizing the registration, make sure the checkbox stating the patient has signed the terms is checked.
5. Select the appropriate membership type and click Create Membership.

Monitoring signed terms on a patient’s profile

• A green indicator shows the date the patient signed the terms and conditions sheet.
• If not signed, a red exclamation mark is displayed. Although it is not mandatory, it is recommended for accountability.

Editing, revising, and updating the digital terms and conditions is streamlined with the dashboard. Use this feature to maintain clarity and transparency with patients while reducing paper usage in the office.