Creating Your Office Policies

Creating Your Office Policies

Office Policies! They are so important and that’s why AcuBliss helps you to configure them and then captures patient signatures in the patient portal. To get started, go to Settings>Practice>Policies and hit the “edit policy” button within the “Financial Policy” section. You’ll get asked important questions like what’s the nature of your cancellation policy. Do you charge a fee for missed appointments? Do you allow one missed appointment? 


After this, you can determine all the other important office policies you’d like your patients to be informed about. Click “Save work-in-progress policy” and move on to the next section - “Disclosure of information”, “Informed Consent to Treatment” and your “HIPAA Notice of Privacy Practices.” Please note that these headings are suggestions for your practice and any areas that are left blank won’t show up on the office policy your patients view and sign. So you can leave the “Acupuncture” section blank if you wish and it won’t show up in your policies. 


If you already have your own policies in writing, you can simply “copy and paste” the wording from your existing document into each section. If you’re not sure where to get this information, you can reach out to your malpractice insurance company and they should have suggestions for you. 


Once you feel like you have all of your policies complete, you can “create your first set of policies” and this will become available for all patients with accounts to sign. Each time you make a change in your policy, existing patients will be notified that they must sign a new version of your policies. So we recommend you take your time to create your first set of policies and then update your policies with care. 


Because it’s ‘best practice’ to require patient signatures of your policies on a yearly basis, AcuBliss will inform your patients they need to sign these policies once a year on the anniversary of when they first signed. AcuBliss keeps track of who signed which version and the signed forms are printable if you select the “add legal documents to queue” button on the demographics page.