Consent is wording the patient agrees to, a way of agreeing, and a date it expires. Set those once per form and the record tells you who needs to sign again.
Build the template
Open Settings, then Consent Form Templates, and add a template
Give it a Name, such as Treatment consent.
Write the Consent wording
The full text the patient agrees to, in the editor.
Set how the patient agrees
Check to agree for a confirmation box, or Drawn signature for a signature drawn on screen.
Set how long it lasts
Re-consent after (months); leave empty for no expiry. Signed consents past this age show as expired on the patient record and in reports. Offer this consent by default puts it first when staff request consent.
This list is one for the whole clinic; every location uses it, and there's nothing to set up again when you add a location.
Get the patient's consent
On the patient's record, the Consents section lists each consent with its date, or Awaiting signature, and whether it's expired.
- Request consent sends the patient a link to read and sign; the entry waits as Awaiting signature until they do. A second request for the same form is refused while one is pending.
- Record consent captures it in the room: enter the Full name of the person consenting, have them check or sign, and confirm I confirm the patient has read and agreed to the above.
- During a telehealth call, verbal consent can be recorded from the call; it's marked Recorded during a telehealth call.
An expired consent shows as such on the record, and the Compliance reports list patients who need to re-consent.