How to Create a Consent Form

Why Use This Function:

Using standard Consent Forms or Consent Form templates ensures consistency across the Practice by providing a structured and professional approach to obtaining consent. This reduces the risk of important information being omitted, improves compliance with legal and ethical requirements, and ensures that all Patients receive clear and accurate information before treatment.

Consent Forms protect Patient rights, support clear and transparent communication between the Patient and Practitioner, and provide important legal documentation and protection for both Patients and Practitioners.

Consent Form templates streamline the process by allowing the Practice to create, store, and reuse standardised forms efficiently. This saves time, reduces administrative workload, and ensures that the correct documentation is always available when needed. It also improves record-keeping by linking completed Consent Forms directly to the Patient file for easy access and future reference.

The Contents of This User Manual:

• Consent Text
• Upload Attachments
  
  
  
• This user manual will start on the Settings screen.

• • For more information on the Settings screen, please refer to the user manual: How to Navigate the Settings screen.
    
    

• Click on the Choose Event Type to Add Template For... drop-down menu and select Consent Form from the list that becomes available. 

• Click on the Add Template button.

• • The Workflow Event Template screen will open.

 

• Click on the Template Description field to enter an appropriate name for the form.

• Click on the Placeholders drop-down menu and select the desired Placeholders you want to use in this template.

• For more information on how to use Placeholders, please refer to the user manual:  Workflow Event (WFE) Placeholders.
  
  
• Click on the Workflow Event Class drop-down menu to select the desired option.

• • Clinical: Used for medical-related actions.
  • Admin: Used for administration purposes. 

Consent Text

The body of your Consent Form.

• Click on the Consent Form panel.

• The Consent Form panel will expand.

• Click on the Consent Text box to enter the desired information that will make up the body of your Consent Form.

 

Upload Attachments

Enables you to add files to your form.

• Click on the Choose File button to upload an attachment from your device. 

• Once the desired file has been uploaded, it will be displayed in the Upload Attachments section.

💡Please Note: You are able to upload more than one attachment.

• Click on the Download button to download the file to your device.

• Click on the Delete button to delete the corresponding attachement.

• Click on the Save button to save the contents of the Consent form that you have just set up.

• The Consent form that was set up will appear on the Workflow Event Template list.

💡Please Note: The Template has not been saved as of yet and has been highlighted in red.

• Click on the Save button to save all changes that have been made.