Edit, Update & Print your Terms & Conditions Sheet

Smile Advantage’s V3 dashboard now 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’s a new 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 on the orange text to show the revised terms of condition sheet.
3. Print the terms for the patient to sign. Post-signing, archive or add it to your documentation.
4. Before finalizing the registration, ensure 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 Patient’s Profile:

• A green indicator will show the date the patient signed the terms and conditions sheet.
• If not signed, a red exclamation mark will be displayed. Although it’s not mandatory, it’s recommended for accountability.

Editing, revising, and updating the digital terms and conditions is streamlined with the V3 dashboard. Utilize this feature to maintain clarity and transparency with patients while reducing paper usage in the office.