Professionals | Getting an agreement signed by a participant

My Journey requires a signed and dated release of information consent agreement to be on file for individuals before their information can be shared. The agreements are available in multiple languages and can be downloaded from the participant's record. Watch this short how-to video on getting an agreement signed.

There are several options on how to get an agreement signed by a participant.

How to collect an agreement

Navigate to My Dashboard and find the individual you are working with via Participant Search. Navigate to the left sidebar navigation that says Agreements. 

You can see if the Participant has an agreement at the very top of their Participant Information. 

Note:  A feature is available, upon request, to allow individuals (students, customers, clients) that are associated with only one location can be referred to resources at that one location without having a consent agreement on file. Additionally, the option to indicate the Agreement is on file is configured in the Client Settings and is decided on an implementation basis and as such, may not be seen in your environment. 

Please contact PAIRIN if you have any questions about these features. 

There are three methods to signing this agreement and one to indicate the individual would like to decline an agreement:

1. Sign agreement electronically

2. Download, print, and sign the agreements

3. Indicate that the agreement is on file

4. Indicate the individual would like to decline the agreement

Sign agreement electronically 

1. Select I would like to sign the agreements electronically and then click on "Send Agreement Link"

   • • The agreement form will then be sent to the individual's email that is on file 
     • The individual is able to sign on their smartphone or computer electronically

Download, print, and sign the agreements

1. Select I would like to download, print, and sign the agreements.

2. The agreements are available in many different languages. Click the Download link available in the appropriate language. Download and print the agreement(s), and have the appropriate individuals sign the agreement in the appropriate place(s).                                         

3. After the agreement(s) has/have been signed and dated by the individual, you must scan it/them and save it/them as a .pdf, .png, .jpeg, or .jpg file on your computer and upload to the individual's profile in My Professional Center.

4. Once an agreement has been saved in one of the approved electronic formats, you can click the “Choose File”  button to upload it. Click the uploaded document's name, then click the “Open” button. You will be returned to the Upload Signed Agreement page, where you should see the file name displayed to the right of the “Choose File” button. Repeat this step if multiple agreements are needed and when all agreements have been chosen,  Click "Upload" to complete the process.

5. When the file has successfully been uploaded, you can click on the hyperlinked file name to open it or click the View link. The upload date is not editable and will reflect the actual date of upload.

Indicate that the agreement is on file

1. You can print out a copy of the agreement and file it at your location. Consent is given by the individual through a wet signature rather than digital, and instead of uploading it into the Participant's Record, you file it at your location.
2. Select: I would like to indicate the agreement is on file and indicate the location where the agreement is on file for auditing purposes. You are committing to having that agreement on file, and you will be able to produce the document if there was an audit.
3. Click Submit as On File.

Indicate the individual would like to decline the agreement

        1. Select: I would like to decline an agreement and indicate the reason for declining

       2. Click Next Step

Note: Users who work with individuals who decline to sign an agreement can indicate by using the appropriate radio button and selecting or adding a reason. If this option is indicated, users cannot refer the individual to other schools or agencies. Only intra-location referrals will be allowed.