Quickly create Consent forms from the Chart Module to print or have patients sign digitally.

In the Chart Module toolbar, click Consent.

Alternatively, in the Treatment Plan Module click Consent.

If only one Consent form exists, the form is opened in the Fill Sheet window. If more than one Consent form exists, click the dropdown, then select the form to generate instead.

• To customize layout or content, see Consent Form Layout.
• View patient Consent forms in the Chart Module, Progress Notes, and Account Module.
• Consent forms can be sent to the eClipboard or generated in ODTouch when Mobile Layout is enabled.

Generating and Filling Out Consent Forms

Users are prompted to select procedures when generating a Consent with the ProcsWithFee or ProcsNoFee grid. If generating a Consent from the Treatment Plan Module, highlight procedures from the Treatment Plan before clicking Consent.

To include information for all treatment planned procedures in the Active Treatment Plan, the sheet must include the treatmentplanProcs or treatmentplanProcsPriority static text fields.

The for is opened in the Fill Sheet window. Enter information as necesssary. Pale yellow areas (e.g., Tooth numbers) indicate input areas.

Signing Consent Forms

Electronic Signatures are supported for Consent forms.

There are multiple ways a patient can sign a Consent form:

• Print the Consent for the patient to sign, then scan the Consent form into the Imaging Module.
• Have the patient sign electronically in the office via eClipboard or ODTouch.
  • With eClipboard, the Consent form can be signed when seated in the operatory or prior to the appointment when checking in.
• Have the patient sign electronically in the office via the kiosk. See Workflow in Kiosk Manager.