5 articles

Client records & PDFs

Find consent history, re-send signed PDFs, and export records when someone asks for them.

• Find a client's consent history

  Look up every waiver a client has signed, along with their details and health answers.

• Download or re-send a signed PDF

  Get the PDF of a completed waiver, and send a client their copy again when they cannot find the email.

• The automatic confirmation email

  What Wavrr emails your client after a waiver is completed, when it sends, and what to do when it does not arrive.

• Export records for an inspection or audit

  Download your waivers and ink passports in bulk when a health inspector, insurer or auditor asks for them.

• Remove a waiver or a customer

  How to remove a record, what it does to the client's history, and why you should think before you do.