Creation Date: Aug 09, 2023
1. To see outstanding consents, click on the applicable appointment
2. Click on link to appointment in the pop-out window
3. Scroll down to the consent section. Any item appearing in red is an outstanding consent that must be completed. Click on the name of the consent to be taken to the form.
4. The patient will be prompted to print their name, sign, and date. When done, click complete to be taken back to the previous page.
Note: In order for a consent to be considered complete, patients must sign AND date. If your consent form is only configured with the signature prompt, you will notice that the consent will remain in an incomplete status regardless of if the patient has signed or not. The name/signature/date prompt will need to be added in the consent configuration.
5. Another option to access all outstanding consents is to click on the Complete All Outstanding button. This will carousel through any outstanding consents and forms, ensuring nothing gets missed.
6. To manage consents, click Settings on the left
7. On the left, click Documentation then Forms & Consents
8. You will see a list of current forms & consents. To edit, go to the consent tab and click the title of the applicable consent. To create a new consent, click New Consent
ℹ️ You can also upload a PDF, and Prospyr will use AI to automatically convert it into a digital consent form. Tutorial
9. To start building your consent form, select Add Question. You can also drag and drop elements from the left into the center.
10. Click on the dropdown to change the type of input. Custom Consent Text is recommended to add a text field in which you can start typing your consent.
11. Click on the title to change it. Click into the text box to add your text.
12. The consent will need a signature panel. Click on the indicated button on the toolbar to add one.
13. It's highly recommended to click the required button on the signature panel; this will ensure that the patient cannot submit the consent without signing.
14. On the settings tab, toggle which options apply to your new consent form, and select which services the consent is applicable to
Required Services- Selecting services here will ensure that the consent form is only tied to those services
Required Locations- Choosing a location will make the consent required only at the location specified
Requires Provider Signature- The provider will be prompted to sign
Requires Witness Signature- Someone who is not the patient will be required to witness the patient sign, and sign their own signature
Partial Media Consent- Consent for patient photos to be used in medical contexts but NOT social media/advertising
Full Media Consent- Consent for patient photos to be used in medical contexts AND social media/advertising
Recurrence- Allows you to select how frequently you'd like patients to sign
ℹ️ If a provider or witness signature is required, ensure that a signature field has been added to the consent and set to either provider or witness. Tutorial
15. Click on Save Changes when done
