Creation Date: August 9, 2023
Created By: Danielle Standage
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. Scroll down, click on Forms and consents
8. You will see a list of current consents. To edit, click the title of the applicable consent. To create a new consent, click New Consent
9. To start building your consent form, select Add Question
10. Click on the dropdown to change the type of input
11. Select which option you'd like
Initials- Prompts patients to enter their initials
Name / Signature / Date - Prompts patients to enter their printed name, sign, and date
Media Consent - Populates a standard media consent
Consent Text- Allows you to copy and paste your consent document, or type a new one
Signature- Prompts patients for signature only
12. To add your own text with the Consent Text Feature, click on the Show Panel button on the right
13. The HTML Markup box is where you will either copy and paste, or type your desired text
Ensure that the visible box is checked, otherwise the text will not appear on the patient's view of the form.
14. Click on Hide Panel once your text has been entered
15. To continue the form and add another section below the existing one, click Add Question
This additional section can be used to prompt for a patient signature
16. If you'd like the step to be required, make sure the required button is toggled.
It will show orange when enabled.
17. When you're happy with the content and want to save, click configure consent
18. Here you can give the consent a title, and add a description
19. You can also toggle which options apply to your new consent form, and select which (if any) services the consent is applicable to
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
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
Required Services- Selecting services here will ensure that the consent form is only tied to those services
Recurrence- Allows you to select how frequently you'd like patients to sign
20. Click on Save consent when done
