Adding consent forms to a record
- Go to the tab on the record titled Consents.
- Click the Add button.
- A pop-up window will appear with the list of consent documents that your organization has.
- Select the consent of your interest.
- Once selected, it will appear on the record and will be ready to be administered to the client.
- Click the button with an eye symbol.
- A pop-up window will appear showing the content of the consent form.
- Ask the client to sign the document in the corresponding field.
- If you need to redo your signature, press Start Over. Otherwise, click Save.
- To view and/or print the consent form, press the button with the printer symbol.