How do I send disclosures and forms to someone I added by hand?

Choose Send paperwork after adding a client or caregiver by hand. They get one email with a link per item, and the Forms page shows what is still waiting for a signature.

Quick answer1 min readUpdated for AveeCare
Short answer

After you add a client or caregiver by hand, AveeCare asks whether to send their paperwork. Choose Send paperwork, tick the disclosures to sign and forms to fill out, check the email address and add a note if you like. They get one email with a link for each item. It is optional; Not now skips it. The Forms page has Paperwork waiting for signature, listing each emailed item as Waiting, Signed or Link expired, with Send again and Cancel link.

Step by step

  1. Add the client or caregiver by hand and save.
  2. Choose Send paperwork when it is offered.
  3. Tick the disclosures and forms to send, confirm the email address and press Send paperwork.
  4. Check Paperwork waiting for signature on the Forms page to see what is still outstanding.

Good to know

  • Signed items stay on the waiting list for 30 days.
  • If your agency has no disclosures or forms for that kind of person yet, add them on the Disclosures and Forms pages first.

Keep going

Can a client or caregiver finish their onboarding link later?

Onboarding links save answers as people go and reopen where they stopped. The office sees who is part way through on Patients and Caregivers, and can finish or cancel it.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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