Add New Agreements, Documents, or Terms to Your Memberships

Enrollment Terms are the agreements patients review and accept 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 and find the Enrollment Terms section.

Enrollment Terms card in Billing Settings with a Simple terms term, a PDF forms term and the + Terms button

Step 2: Add a New Term

Click + Terms to create a new agreement or document.

Step 3: Choose the Term Type

You can create two types of terms:

Simple terms: A text-only agreement patients accept with a checkbox. It appears only during self-enrollment.
PDF forms: Links published PDF forms from your Forms library to the membership plan. Use it for agreements that need a signature, several fields, or document review. It appears in both self-enrollment and manual enrollment.

Choose the type based on the record you need. Only PDF forms saves a signed document to the patient's record.

Creating Simple Terms

Enter a Title and, in Description, the acknowledgment text patients see next to the checkbox.

Creating PDF Forms Terms

Enter a Title, then click + Forms to open Add PDF Forms, which lists your published PDF forms.

Click Add form next to each form you want to attach, then click Add forms. A PDF forms term needs at least one form.

To review or edit a form first, click Go to form. The form builder opens in a new tab.

To build a new form, click the arrow next to + Forms and select Create new form. Forms opens in a new tab.

Add Terms form with PDF forms selected and the + Forms button with its arrow

Apply to All Plans or Specific Plans

When Apply to all plans is on (the default), the term applies to every membership plan.
When it's off, a field appears where you select specific plans. Selected plans show as badges below the field.

Add Terms form with Apply to all plans off and two plans selected as badges

Step 4: Save the Term

Click Save. A confirmation message appears, and the new term is added to the Enrollment Terms list.

What Each Term Type Saves

Each term type keeps a different record of the patient's agreement. To see which type a term uses, check Type on its card in Enrollment Terms.

Simple terms: Records the date and time the patient accepted. No document is saved.

PDF forms: Saves the patient's completed copy of each form, with everything they filled in.
- The copy includes the signature when the form has a Signature field.
- Each form is saved when the patient submits it.
  
  File (older terms with an uploaded PDF): Saves a copy of the uploaded PDF when the membership is created.
- The copy is the original PDF, unchanged, named after the term's title.
- When Signature is Yes, the payer types their name exactly as shown to accept. The name isn't added to the PDF.

Saved documents go to the Membership Forms folder on the payer's Files page. When an employer pays, they go to the first member's Files page.

To open the Manage Membership side sheet, go to the patient's Payments page, click View more on the membership card, and select Manage details.

Its Enrollment Terms section lists every term. Simple terms and File terms show Signed with the date and time the patient accepted them. PDF forms show their status.

Enrollment Terms in the Manage Membership side sheet: a submitted PDF form, and a Simple terms and a File term each showing Signed with the date and time

File terms can't be created or edited. Existing File terms still appear for patients during self-enrollment, and you can archive them.

To keep a signed agreement on file, use a PDF forms term whose form has a Signature field.