Create a Purchase Agreement

Purchase agreements are important documents that define the services and pricing between you and a patient. With Smartcare, they can also queue up devices, stay accessible, and segue easily into invoices.

1

Click on Create new, then Purchase Agreement on a Contact's Documents tab.

2

If adding device from Stock, search inventory. 

3

If creating new device to order from manufacturer click + Add device button.

4

Select device Brand, the Model field will then update with available options. 

5

Continue to select device Technology, Style and other attributes as needed, then Save.

6

If creating a pair of similar devices, click the Duplicate button to open a new Add device pop up with matching attributes. Device info can be updated if devices are not identical.

7

Save second device.

8

Adjust fitting code, warranties, and other fields if needed

9

Cost summary will display charges for the selected devices. Quantity, Rate, and Discount can be adjusted. Edit copy will allow you to edit the agreement text if needed. 

10

Once complete, click Save and review button on top right corner of page.

11

The next screen will display a Draft version of the Purchase Agreement, with the addition of signature boxes at the bottom of the document.

12

Prior to agreeing, the document will remain in Draft status with options to Edit, Void or Delete by clicking on the three dots (...) button on the top right corner. Once complete, you have the option to Agree and close or Agree and invoice. 

13

No edits can be made to Purchase Agreement at this point. The only options on the  three dots (...) button and will be Print, Return and Void.