The Manage Agreements tab—available within Payment Plans—allows your practice to store, view, and manage all payment plan agreement documents in one place. This includes both system-generated digital agreements and manually signed or scanned versions, helping your practice maintain accurate, complete, and compliant records.

The Manage Agreements tab includes two types of agreement files tied to the selected payment plan:

This is the digital agreement automatically created when a patient accepts the payment plan.

Available Actions:

This system-generated version is permanent and cannot be deleted or replaced.

If your practice uses paper agreements or has a manually signed version of the payment plan, you can upload that document so it is stored alongside the digital agreement.

Max file size: 10 MB

Once uploaded, the document appears under Uploaded Documents for that payment plan.
You can:

Each payment plan can store one manually uploaded agreement at a time.

To update or change it:

Use Replace Uploaded Agreement to select a new file.
This will permanently overwrite the old upload.

Delete the current file, then upload a new one from the upload section.

When selecting Send Via Email, choose which version you’d like to send:

Follow the email prompts to complete delivery.

Within the patient portal, patients can:

They cannot:

All documents are clearly labeled so patients understand whether the agreement is system-generated or uploaded by your practice.