The Document section allows Administrative users to control the legal and information documents such as:
Terms and Conditions
Privacy Policy
Terms of Service
HIPAA Compliance
When your account is created, you are provided with standard documents for this section. You can edit, delete, or add more documents as needed to fit your needs.
Edit Verbiage
Step One: Open the Document for editing
Click on the Document to expand it. Then click on “EDIT”
Step Two: Edit Document
Edit the Document in the text box. There are various controls for formatting your text as needed. Note that there are some values such as ${tenant_name} that are used to enter custom text into the document when it appears in the app.
Step 3: Save changes
Once you are done editing, you can Preview how it will look with the magnifying glass, Click on SAVE CHANGES or CANCEL if you want to stop editing
Add New Verbiage
Add New Verbiage allows you to add a new message for one of the other sections of the app that are listed.
Step One: Add new Verbiage
Click on the “ADD NEW VERBIAGE” button
Step Two: Create Verbiage
Note that there are system message variables available on the right that allow you to add custom field values.
Step 3: Save changes
Once you are done editing, you can Preview how it will look with the magnifying glass, Click on SAVE CHANGES or CANCEL if you want to stop editing
Copy All Verbiage
The COPY ALL VERBIAGE button allows you to copy all verbiage to your computers clipboard for editing purposes. Once you have made all your edits, you can then copy the verbiage back into the administrative system.
Import Verbiage
IMPORT VERBIAGE allows you to import all verbiage you have copied to your computer back into the Administrative system.