Consent Form
Consent Forms are customizable documents used to document a patient's agreement to move forward with treatment and understanding of any associated risks or alternatives. They're generated in the Chart Module and support Electronic Signatures. Completed Consent Forms can be viewed in the:
- Progress Notes in the Chart Module
- Communications Log in the Account Module
Consent Form setup and management is handled in Sheets.
Generate a New Consent Form
Navigate to the Chart Module and locate the Consent button in the toolbar at the top. If your practice only has one Consent Form set up, you can click the button to launch the Consent Form. If your practice has multiple Consent Forms set up, click the dropdown arrow on the right side of the Consent button and select your preferred form. A dialogue similar to the one below will open.
Note that Consent Forms use traditional Sheets logic, meaning yellow areas are for data entry. Your sheet may have other field types as well, such as checkboxes, to complete.
Create PDF
The Create PDF button converts the Consent Form into a PDF, which can then be saved to your computer.
Print
The Print button sends a copy of the Consent Form to your office printer.
Email
The Email button opens the Email Edit window in Practice-Web and attaches a copy of the Consent Form to it. If the Patient Information section has an email listed for the patient, it will automatically populate as well.
Print/Email
When you click the Print/ Email button, the following dialog will open.
By default, only one copy of the Consent Form will be printed, but the number can be changed if desired. Also note that, although the patient's email address automatically populates if one is listed in the Patient Information section, the checkbox to email the patient is unchecked by default. Click the "E-mail to patient" checkbox to enable it and send.
Save
Click the Save button to save the Consent Form. The window will remain open.
OK
Click the OK button to save and close the Consent Form.
Cancel
To exit the Consent Form without saving changes, click the Cancel button.
Delete
The Delete button permanently deletes the Consent Form.
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