The New Reality: Your Workflow, Unchained.
We’ve redesigned how contracts and invoices work, so you have a lot more options for how you handle your contracts. No more needing payment first just to get a signature on that contract!
What does this mean for you?
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Get that SFGSS Signed FIRST:
- The way it used to be: No more waiting on payment or doing weird workarounds just to get that important contract signed. Whether a family’s got an insurance assignment, a payment plan, or just needs a little time to pay, you can now get the SFGSS signed right away.
- What you can do now: You can get that key contract in hand and confirm everything with the family when they’re ready. This means you can move forward with services without delays, and it’s less stress for everyone involved.
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Generate Contracts & Invoices Your Way – Linked or Unlinked:
- The way it used to be: You used to have to create an invoice in order to generate a contract.
- What you can do now: You now have ultimate flexibility:
- Need an SFGSS now, but the invoice later? No problem. Generate the SFGSS and send it for signature. The invoice can follow when the family is ready for payment.
- Want to generate both simultaneously? Easy! Our system allows you to create both at the same time without duplicate entry.
- Just need an invoice for an add-on item? Simple. You can still generate invoices independently when no new SFGSS is required.
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Contracts have their own dedicated space:
- The way it used to be: When you needed to find your contract, you had to go to the ‘Forms’ page, and you didn’t have a clear audit trail like you do for other forms.
- What you can do now: Our new dedicated “Contracts” tab allows you to quickly see all your contracts for each case, as well as their version history and a full audit trail of signatures.
This entire release is about giving you the control and flexibility you need to manage your contracts with families exactly when and how it’s most appropriate, rather than being limited to just one option.
Ready to experience the freedom?
Office Hours
Tuesday, July 15th – Friday, July 18th
Schedule a 15-minute one-on-one session with a Parting Pro team member to walk through your contract questions.
🔸Schedule Now🔸
Live AMA
Wednesday, July 16th
We’ll be diving deep into these new functionalities, showing you exactly how they work, and answering all your questions live. This is your chance to learn how to truly unchain your workflow!