Set up a consent form
Collect signed consent, before the visit or in clinic.
In Setup, open Forms, click Create Form, choose Blank Template and pick the Consent type. The form starts with sample consent wording and a required Client signature field. Replace the wording with your own.
Choose when patients complete it
On the Details tab, select the services it covers, then set two switches:
Request to be completed prior to appointment: when on, the form shows as Active in your list. When off, it shows as Manual and staff start it themselves.
Valid for a set number of days: a patient who signed within that period is not asked to sign again before their next visit.
Complete one in clinic
On the patient card, click the + button, choose Consent form and pick the form. The patient signs in the pad and you click Save Form. The signed copy appears under Forms on the EMR tab, where its menu offers Print and Share Securely.
Up next
Next, read Write a treatment note.