Add the Google Business Profile exterior image here.
Staff ownership
One homepage for daily beta roles.
The system is simple: staff sends the right link, the signer completes it, Codee creates the PDF, admin gets the alert, and staff uploads the finished document into Edge.
Operating logic
Daily process in plain words.
Codee does not replace Edge. Codee creates the clean PDF and alert so the office can keep the Edge upload step without printing or scanning.
1. Staff opens this homepage. 2. Staff chooses the correct link. 3. Patient, guardian, or approver signs. 4. Codee stores the private bridge copy and creates the signed PDF. 5. Admin/staff receives the alert. 6. Staff uploads the PDF into Edge. 7. Office Manager reviews unresolved items daily.
Admin alert rule: when a contract, BAA approval, template verification, referral packet, or form packet is submitted, the admin notification should include signer name, record ID, document type, download link, and whether Edge upload is still pending. Brevo is ready but waits on the authorized IP approval.
Brand photos
Google Business Profile photo slots.
I could not verify exact public Google profile images from the browser search results, so these slots are ready for the client’s real office photos once supplied.
Add the Google Business Profile lobby/waiting area image here.
Add the Google Business Profile staff/treatment room image here.
Send the correct link
Owns patient/guardian link delivery and confirms the signer understands the document is digital.
- Open beta signing page.
- Confirm required fields *.
- Send link or open on iPad.
- Tell admin when signature is complete.
Verify contract wording
Owns fees, payment language, refund terms, transfer terms, and plan-specific wording.
- Open template library.
- Select the matching agreement type.
- Verify financial terms.
- Flag missing office wording to admin.
Download and upload
Owns the final handoff into Edge after Codee creates the signed PDF.
- Open download link within 24 hours.
- Save PDF to office workflow.
- Upload into Edge.
- Mark Edge upload complete.
Admin review
Owns daily queue review, staff completion, beta boundaries, and client approval checkpoints.
- Review submitted record IDs.
- Confirm Edge upload status.
- Check Brevo/IP status.
- Approve go-live only after BAA/training.
Approve language
Owns clinical/legal wording approval before any real patient contract becomes production.
- Review generic templates.
- Approve office wording.
- Sign BAA/vendor approval.
- Approve production launch date.
Technical support
Owns storage, download link, Brevo queue, and no-exposed-key checks.
- Check GCS bridge writes.
- Confirm PDF downloads.
- Watch failed email queue.
- Keep PHI locked until approval.
Flyer prompts
200-word guidebook flyer prompts by staff role.
Use these prompts to generate role-specific training guide flyers.