Customizing Financial Agreements (Contracts)
Gaidge Consult Manager comes with four standard financial agreements you may send to your patients upon acceptance of treatment. Minor adjustments to these are supported by our customer success group. Some practices elect to alter or replace these with their own documents.
Navigate to My Form Templates from the forms menu.
To add a new document, use the Create New button. Please see Creating Consent Forms for details on the options available.
To update an existing Financial Agreement consent form you should also view the Create Consent Forms document to familiarize yourself with your options.
Open the GCM Financial Agreements folder and you should see four items.
Step 1 - Duplicate
Duplicate the agreement you want to update and go to the new copy. This allows you to work on your updates, while other team members continue to send contracts. Once you complete your updates, you can set the questionnaire to use the new contract. If you are unhappy with your updates you will be really glad you did this!
Please remember that if you are unhappy with your results, our customer success group can only assist you to restore the original standard contract.
Step 2 - Edit/Update
The top section of setting is detailed in the above referenced document, we will concentrate on the form content.
The header area with your logo and office information can be carefully updated, Click on the logo, then the box at the bottom right to resize it.
The most complex parts of your contracts are Mapped Labels and tables. If you are not careful you may mess them up and it can be time consuming to fix. Please make sure you have a backup!
Mapped Labels
allow the contract to pull in data from Consult Manager. We use tables to create a formatted section for fees, add-ons, insurance and discounts.
If you click on a Mapped Label, you should get a pop-up box that tells you what data is mapped to the label. In this example there is none, that means nothing will print! Click on the arrows to select the field you want to print data for.
Tables
With tables, you create rows of data. The simplest change is to add or remove a row.
Click on the row you want to insert a row above or below, then click on the table icon on the editing bar - select insert row above or insert row below
To delete a row, click somewhere on that row, click on the table icon and then delete row.
Text areas
Aligning text - 
Note: creating an increased margin requires editing in HTML.
The areas below this section are text and can be edited to say what you want.