Where it sits in the journey
Starts from admissions. Signed terms carry forward.
Resident, responsible party, payer and room details come from the referral. The signed terms are what billing will build on.
What it does
Prepared from the referralResident, responsible party, payer and admission details come straight from admissions.
Sent to residents and familiesThe agreement goes to the resident or responsible party to review and sign.
Signed electronicallySignatures are captured electronically on every section that needs one.
Tracked to completeSee who has opened, signed or still owes a signature on every agreement.
Prepared
Filled in from what admissions captured
The referral, the verification of benefits and the bedboard already hold the details an agreement needs. MedFlo carries them over, so nobody copies names, dates and payers from one screen to another.
Admission agreementPrepared from admissions
ResidentR. MoralesReferral
Admission dateSep 12, 2026Referral
Responsible partyM. Morales · daughterReferral
Primary payerMedicare Advantage HMOBenefits
Secondary payerMedicaidBenefits
RoomEast 2 · 103ABedboard
Sent to resident · Sep 13
J. Keller, 823 of 5 signed
Admission agreementSigned
Consent to treatmentSigned
Resident rights acknowledgmentSigned
Financial responsibilityAwaiting signature
Photo consentAwaiting signature
Opened Sep 13, 4:10 PM · reminder ready to send
Signed and tracked
Signed electronically, tracked to the last signature
Residents and families sign electronically. Your team sees which sections are done and which are still waiting, for every admission across every building.
Connected in the journey