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Viewing and Adding Consents to a Patient Record

Version 14.19
Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Consent Forms

Overview

This article will instruct you on viewing and adding consent forms to a patient's record.

  1. Open Consent Forms following the path above.
  2. At the bottom of the window click on the Add button .
  3. Select the Document Type using the drop down arrow.

  1. Enter Begin Date defaults to today's date.
  2. Enter End Date if necessary.
  3. Select Consent Mode.

  1. Click the Attach Document button.
  2. Select the scanned consent template to attach.
  3. Click the Use Selected Document button.

  1. The selected document opens for input. Complete if necessary and click OK to save. 
  2. Consent is now attached to the patient record.

Version 14.10
Path: Smart Toolbar > Register button > Consents tab

Overview

This article will instruct you on viewing and adding consent forms to a patient's record.

  1. Click on the Consents tab.
  2. At the bottom of the window click on the Insert Record button .
  3. Select the Document Type using the drop down arrow.
  1. Enter Begin Date defaults to today's date.
  2. Enter End Date if necessary.
  3. Select Consent Mode.
  4. Click the Attach button.
  5. Select the scanned consent template to attach.

  1. Consent is now attached to the patient record.