Uploading Patient-Signed Agreements to a Membership in the Patient Chart

SigmaMD allows clinicians to manually upload scanned documents such as signed membership agreements directly to a patient's membership record. Follow the steps below to complete the upload.

Step 1: Access Membership Details

Locate the specific membership you'd like to upload the document to, then click View details.

Step 2: Open Document Upload Modal

In the side panel that appears, scroll to the Terms section. Click the + button.

Step 3: Upload Scanned Files

Upload the scanned, signed documents (e.g., PDF or image file).

Note: Documents uploaded here will be permanently attached to the membership and accessible to the patient via the SigmaMD Patient App.

For further assistance, contact our support team.