Consent Management
ProcedureOverview
Use consent management to record required agreements before or during care, according to your clinic policy.
Before you start
- The client record exists
- You know which consent form is required
- You have permission to create consents
Steps
1. Open the client
Open the client profile (example: Jordan Lee).
2. Open Consents
Select the Consents section.
Screenshot placeholderConsents section on the client profileAdd image under docs/public/images/
3. Create a consent
- Select New Consent or Add Consent.
- Choose the consent type/form.
- Capture signature or acknowledgment using your clinic’s method.
- Save.
Screenshot placeholderCreate consent form with form type selectorAdd image under docs/public/images/
4. Verify status
Confirm the consent shows as completed or pending, based on your workflow.
TIP
Some clinics collect consents through the Client Portal. See Client Portal.