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.

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