Create Consent Templates
Create a reusable consent template for patient signatures.
Create consent templates when your practice needs reusable documents for patient signatures.
Who does this: Clinic administrators.
Steps
Open Settings.
Open Templates.
Select Consent Templates.
Select New consent template.
Enter the template name on New Consent Template.
Choose the creation option shown on the page, such as Create New.
Add or upload the consent content.
Select Preview to review the patient-facing document.
Select Save Template.
The consent template is available for intake packets.
Common pitfall: Preview the consent before adding it to a packet.
Troubleshooting
The template will not save. Confirm the template has a name and required content.
The preview looks wrong. Edit the body or uploaded document, then preview again.
Related
- Before this: Create and Publish Forms
- After this: Create Intake Packets
- Instead: Manage Form Library
Need help? Contact your administrator or reach out to support.