Add New Agreements, Documents, or Terms to Your Memberships

Enrollment Terms are the agreements patients need to review and sign before completing a membership enrollment. With the Forms integration, you can attach any published PDF form from your Forms library to a membership plan — making it easy to collect signatures and acknowledgments as part of the enrollment flow.

Step 1: Access Enrollment Terms

Navigate to Billing > Settings from the side menu. Here, you will find the Enrollment Terms section.

Step 2: Add a New Term

Click on the '+ Terms' button to create a new agreement or document.

Step 3: Choose the Term Type

There are two types of terms you can create:

• Simple Checkbox: A text-only agreement patients acknowledge with a checkbox. This type only appears during self-enrollment flows.
• PDF Forms: Links a published PDF form from your Forms library to the membership plan. Use this for agreements that require a signature, multiple fields, or document review. This type appears during both self-enrollment and manual enrollment.

Creating a Simple Term

For a Simple Term, enter a title and the acknowledgment text you want patients to see.

Creating a PDF Forms Term

For PDF Forms terms, click "+ Forms", browse your published PDF forms and click Add form next to the form you want to attach. Click Go to form to open the form builder in a new tab if you need to review or edit a form first.

Apply to All Plans or Specific Plans

• If Apply to all plans is enabled, the term will apply to every membership plan.
• If Apply to all plans is disabled, a new field will appear where you can select specific membership plans. Selected plans will appear as badges below the selector.

Step 3: Save the Term

Click Save. A confirmation message will appear and the new term will be added to your Enrollment Terms list.

By following these steps, you can efficiently manage agreements and documents for your memberships within SigmaMD.

Attached Files are no longer supported. Terms with file attachments created in the past will continue to appear for patients during self-enrollment, but it is no longer possible to attach new files or edit existing ones. To collect signed documents going forward, create your agreement in Forms and attach it as a PDF Forms term.