Providing Treatment Consent Forms

You can present a treatment plan case to a patient and provide details of the case in an online form for the patient to view. In addition to providing details of the case, the online form contains the financial disclaimer and consent form message that are set up for your location. Once the patient has looked over the treatment plan and has read and understands the disclaimer and consent message, if they want to have the recommended treatment performed, they can sign the online form to indicate acceptance of the treatment plan case. To document that the patient was provided with the necessary information before giving his or her consent, the provider can digitally sign the treatment plan.

Also, to document that someone witnessed the informed consent, a staff member or another provider can digitally sign the treatment plan. The signatures of the provider and witness will appear on the printed treatment plan case along with the patient's signature from the online consent form.

To provide a consent for treatment form to a patient:

1. On the Tx Planner tab of a patient's clinical record, under Active, select a case.

   

   The recommended treatment for the selected case appears.

   

2. To indicate that the provider is providing the patient with a consent form, click (or tap) Signatures.

   

   The Signatures for [case name] dialog box appears.

   

   Note: If you do not have Patient Forms enabled, you will be prompted to enable this and a link will be provided to access patient forms directly. More about Patient Forms

   The Request Forms dialog box appears.

                                                                                               Note: SMS and Email will be available if added to patient Information

3. Send the request to view and sign the form to the patient, using a text message, an email message, a website link, or a QR code. Then, close the Request Forms dialog box.

4. Close the Signatures for [case name] dialog box.

5. The patient accesses his or her online portal to view and sign the form.

   When the patient signs the consent form, the case Status automatically changes to "Accepted," and the date that the consent form was signed appears for your reference.

   

6. To indicate that another provider or staff member witnessed the informed consent, click Signatures.

   The Signatures for [case name] dialog box appears and displays the provider's digital signature and the date that the patient signed the consent form.

   Note: If you need to resend the consent form, you can click (or tap) Resend Form.

7. Select the correct Informed Consent Witness, have the person enter his or her Password, and then click (or tap) Sign.
   
   

8. Close the Signatures for [case name] dialog box.

9. To view the signed treatment consent, do any of the following:

   • While viewing the case, click (or tap) the Consent form received on [date] link.

   • On a patient's Document Manager page, click (or tap) a document that has a Tx Consent tag.

     

   • On the Patient Forms tab of a patient's record, expand the Treatment Consent section, and then click (or tap) the treatment consent form.

     

   The Treatment Consent appears in a popup box