TMVC Procedure Agreement Form Workflow

Sending the TMVC Procedure Agreement Form

• Navigate to the target profile under the patient tab rather than the client tab.

• Scroll down to select send form.

• Select procedure agreement booking fee, TMVC.

• Confirm the preferred phone number with the owner.

• Select merge data with text and click send.

Verifying Delivery and Accessing Completed Forms

• Confirm dispatch via the on-screen success prompt.

• Refresh the page and check the communication log to verify the transmission date and time.

• Once the owner submits the form, refresh the page again.

• Open the fly out menu and scroll to the bottom to access documents.

• Open the fillable form to verify that all information is complete and properly received.