There are several options for adding a consent form. 


Option #1 

  • In the main menu, press the Patients button. 


  • The following screen will be displayed:


  • Select the patient to whom you want to add a consent form.
  • Once selected, press the Documents button, located at the top of the screen. 


  • The following screen will be displayed:


  • Then press the Consent Forms button, located at the top of the screen. 

 

  • The screen with all the consent forms registered in the system will be displayed.

Note: To add a Template of consent forms, you must go to Settings / Office / Template, select the main category under General and the category under Consent Form.

  • Select the consent in the table on the left.
  • Then, press the Select button. 


  • The following screen will be displayed:


  • Press the Replace Keywords and Close button.

 IMPORTANT NOTE: If the document has a [Signature Keyword] registered, remember that you must have a Signature Pad installed.

  • When the template includes a keyword for the patient's signature, a screen will be prompted to collect the patient's signature.
  • Once the patient has successfully signed, please click the OK button.
  • In this example, the provider's signature will be displayed automatically.

Note: To automatically display the provider's signature, your signature must be registered in the system. Additionally, the provider attending the patient must be indicated or selected in the Default Provider field on the Patient Details screen. If not, the signature of the currently logged-in user will be displayed instead.

  • Once the system has completed the replacement of the keywords, the document will be displayed on the screen.

  

  • The following confirmation message will be displayed:


  • Click the Yes button to save the changes.
  • To cancel the process, click on the No button.
  • The following message will be displayed:


  • Press the Yes button to indicate that the consent is an advance directive.
  • The document will appear on the right side of the screen.


Option #2

  • Select the QuickLinks option, situated at the top of the display.
  • Choose the Patients option.


  • The following screen will be displayed:


  • Select the patient to whom you want to add a consent form.
  • Once selected, press the Documents button, located at the top of the screen. 


  • The following screen will be displayed:


  • Then press the Consent Forms button, located at the top of the screen. 

 

  • The screen with all the consent forms registered in the system will be displayed.

Note: To add a Template of consent forms, you must go to Settings / Office / Template, select the main category under General and the category under Consent Form.

  • Select the consent in the table on the left.
  • Then, press the Select button. 


  • The following screen will be displayed:


  • Press the Replace Keywords and Close button.

 IMPORTANT NOTE: If the document has a [Signature Keyword] registered, remember that you must have a Signature Pad installed.

  • When the template includes a keyword for the patient's signature, a screen will be prompted to collect the patient's signature.
  • Once the patient has successfully signed, please click the OK button.
  • In this example, the provider's signature will be displayed automatically.

Note: To automatically display the provider's signature, your signature must be registered in the system. Additionally, the provider attending the patient must be indicated or selected in the Default Provider field on the Patient Details screen. If not, the signature of the currently logged-in user will be displayed instead.

  • Once the system has completed the replacement of the keywords, the document will be displayed on the screen.

  

  • The following confirmation message will be displayed:


  • Click the Yes button to save the changes.
  • To cancel the process, click on the No button.
  • The following message will be displayed:


  • Press the Yes button to indicate that the consent is an advance directive.
  • The document will appear on the right side of the screen.



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