July 22nd, 2024

🌟 Exciting Updates to Our Waiver Management Process! 🌟

We're thrilled to announce a significant update to our waiver management process, transitioning to a streamlined service-level approach. This change will boost efficiency and simplify the sign-up process for both clients and administrators.

πŸ—‚ Waiver Mapping at Service Category Level:

  • Service-Level Waiver Mapping: Waivers can now be mapped at the service category level. When creating or editing a service category, you will have the option to map waivers.

  • Flexibility in Management: Each service can be assigned its own waiver or no waiver at all, providing flexibility in compliance management.

  • Waiver Assignment: Once the waiver is mapped, and that service is added at the time of plan creation, the associated waivers will be sent to the client during the sign-up process.

πŸ”„ Streamlined Sign-Up Process:

  • Combined Waivers: At the time of sign-up, multiple waivers will be combined into a single document for signing, streamlining the sign-up process for clients.

πŸ“„ Waiver Format:

  • Agreement Format: Each waiver generated will be presented in an agreement format, including details of the clients, plans, associated information, and the signed terms and conditions they agreed to.

These enhancements are designed to improve efficiency, compliance, and the overall experience for both clients and administrators. πŸ’Όβœ¨

#UFP#WaiverManagement #ClientExperience #EfficiencyBoost #Compliance