How do I get consent in person?

Before you can use the consent feature, you must first make sure that you have created a consent form. The following article explains how to do this:

How do I create a consent form?

Once you have created a consent form, it's very straightforward to get consent in person:

Choose an Active Patient

Click on Create -> Consent

Select the consent form that you would like to use

Click on the Consent in Person button

The consent form will open on screen

Ask the client to review the consent form. To speed this process up, you may wish to provide them with a printed copy as part of the check-in process, or while they are waiting for their appointment

Ask the person to specify their relationship to the client. In most cases, they are likely to be the client, but where children are involved, this will need to be a legal guardian.

Ask the client to enter their name

Ask the client to click on SAVE

Once your client has clicked save, a log entry will be made in the 'Privacy' tab of their Patient Summary, as below. It shows the name of the form that has been consented to, the method of consent, who has consented and the relationship of the consenter to the client:



If you click on a row, you can view the form that was consented to, and see details such as the version number.

You will also see a visual cue in the Active Patient button when consent has been granted, see below:



and you will see a visual indication on the 'Patient' tab of the Patient Summary, where a green icon indicates that consent has been granted:

Updated on: 23/04/2024