Documents & e-sign

Documents

Practice library + per-person vaults with retention classes; the handbook pairs a locked PEO core with your practice addendum.

+ Send for signature

Document	Class	Updated	Status
Employee Handbook v4.1	Handbook	Jul 14, 2026	2 acknowledgments outstanding
CO Wage Notice — 2026 template	Template	Jan 2, 2026	Auto-merged on comp change
Offer letter — clinical roles	Template	Jun 11, 2026	Used 2× this quarter
BAA — Revly ↔ practice (executed)	Agreement	Mar 2025	PHI tier: restricted
Injury & Illness Prevention Program	Policy	Feb 2026	Annual review due Feb 2027

Open e-sign envelopes

Handbook v4.1 acknowledgment — Kwame OseiSent Jul 14 · reminded Jul 21

Handbook v4.1 acknowledgment — Riley BlakeSent Jul 14

Comp change letter — Dana Kim ($26.50 → $27.25, eff Aug 1)Awaiting practice sign-off