Configure Intake and Consent Forms

Consent Forms help an office obtain patient information and sign off on clinical documents.   

Forms can be sent as a set. To send a consent form along with an intake form we will need to build Consent Forms and then create an Intake form where you will include the areas you wish to have a patient fill out. 

To add a Consent Form, on the left menu, click Configuration and then select Forms

On the Consent Forms card, create a new form by clicking the Add Forms link. You will need to complete three fields.   

1. Code, this should be short and will be used later in additional product functionality. As an example, you can use “HIPAA” to create a HIPAA disclosure.  
2. Name, this name you will see when adding them to the Forms. 
3. Then finally the documentation. You can copy and paste this information from a digital document. You can also type the information here using the formatting buttons. When done, click the Add button. This Consent Form will move to Added Forms on the right.

To edit any Consent Form, click on the document here.  

Make all changes and click the Save button. To cancel a change and close the editing, click the X at the upper right. 

Intake Form Types 

Intake Forms help an office obtain patient information and sign off on clinical documents.   

Add an Intake Form Type 

To begin, on the left menu, click Configuration and then select Forms.  

On the Intake Form Types card, 

1. Create a new type by clicking the Add Types link.  

1. Provide a name for the type of documents this set will include.  

1. Last, click the Add button. This Intake Form Type will be listed under the Added Types to the right.   

Note: Intake Form Types can be a set of documents, or it can be an individual document. To distinguish this, add the word Set in the name. 

Once you click Add, the new Intake Form will require you to add Sections. A Section contains Consent Forms as indicated in parenthesis and patient chart cards.  

When you click on a section, it will request you to select specifics. For this example, it is asking for Medication codes. I need to add medications to this Intake Form Type so the patient can document if they take these medications.  

Select as many codes as needed and click to Add. These items are codified data that when reconciled, will go directly into the patient’s chart.  

The selected codes will display below. 

Continue to add sections to this Intake Form Type, or to exit anytime click the X at the upper right.  

If you want to edit or delete any of the Intake Form Types, highlight the one you want to edit, then click Template or Delete.