Introduction

Consent forms can be uploaded to your account for easy appointment scheduling. Our consent form interface is designed in such a way that it easily incorporates into your practice and can help you obtain consent from your patient within no time. This is a quick overview to help you get started with setting up the consent form. 

Accessing the Consent Forms 

1. Click on Appointment from the main menu.

2. Go to the Consent Form tab.

Adding a New Consent Form

1. Click on +Consent Form on the top right corner as shown below.

2. Add the title for the consent form using the Title for consent form field as shown below. 

3. Select the relevant check boxes as shown below.

4. Explanation of the checkboxes.

• If you check on the Require patient to agree checkbox, the patient must sign the consent form in order to check-in for an appointment. 

• If you check on the Assign by default on new appointments checkbox, a particular consent form will be assigned to every appointment. 

5. Upload the file in Custom Consent Form as shown below.

Note: only PDF documents are allowed.

6. Now click on the Upload Document button as shown below.

7. If you want to see which document is uploaded in a consent form then that can be seen by clicking on the title of the consent form as shown below.

8. When clicked on the title, the uploaded PDF can be viewed.

Editing a Consent Form

1. Click on the Edit icon under the Actions column as shown below.

2. Update the information you want to Edit Consent Form and click on the Update button.

3. Your consent form is successfully updated.

Deleting a Consent Form

1. Click on the Delete icon under the Actions tab as shown below.

2. After clicking on the Delete icon, the system will ask you for confirmation to delete the consent form as shown below.

3. Click on Yes, delete it! Your consent form is successfully deleted.

View Deleted Consent Forms

1. View deleted consent forms by clicking on the Show Archived button below.

2. After clicking on that button, it will redirect you to the page where you can see all the deleted consent forms as shown below.