Why Use This Function:

A Consent form ensures Patients are fully informed and voluntarily agree to Medical procedures or treatments, protecting Patient rights, facilitating clear communication, and providing legal documentation and protection for both Patients and Healthcare Providers.

The Contents of This User Manual:

  • Consent Text
  • Upload Attachments

  • This user manual will start on the Settings screen Workflow Event Template panel. 

  • Click on the Choose Event Type to Add Template For drop down menu and select Consent Form.

  • Click on the Add Template button.

    • The Workflow Event Template screen will open.

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

  • Click on the Placeholders drop-down menu and select your desired placeholders to use.



  • Click on the Workflow Event Class drop-down menu to select the desired option.

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 in the Upload Attachments section.



💡Please Note: You can 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 file.



  • 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.



💡Please Note: Once the custom Consent form has been successfully saved it will no longer be highlighted in red.

Last modified: Tuesday, 5 May 2026, 10:41 AM