Consent Form

How To Create a Consent Form

Purpose - In the EHR, the consent form serves as a central record for client agreement, protecting both the client and the practice.

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Steps to Create a New Consent Form

To Create a Consent Form

1. From the left-hand menu, select Settings → Forms Library → Consent Forms
2. Click the + Create New button

New Consent From Fields:

• Enter Consent Title

• Is this consent required?

  • Required and must be accepted – The client must accept this consent in order to continue

  • Required but can be accepted or declined – The consent must be presented to the client, but they may choose to accept or decline

  • Not required – The consent is optional and does not need to be completed

• Enter Consent Summary

• Enter Consent Body

• Collect Consent Again…

  • Only once
  • Every year
  • Every six months

• Consent Type

  • Consent checkbox
  • Signature is required

• Appointment Type Association

  • ⚠️ Based on the selected collection frequency and consent type, the Intake will be automatically sent for the selected appointment type(s)

To Edit a Consent Form

1. From the left-hand menu, select Settings → Forms Library → Consent Forms
2. Select from the existing list of consent forms
3. The Edit button, represented by a pencil icon, allows you to modify or update existing information. Clicking it opens the field for editing.

To Send and/or Remind a Client to Complete a Consent Form

• Select the client you want to send the consent form to
• Open the client’s record
• Click on the Overview tab
• Scroll to the Forms section and locate the consent form
• Click the Remind button associated with the consent form