How do I add a consent form to a record?

Adding consent forms to a record

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