Consent forms can contain only text, not interactive questions. If you'd like questions, select "medical" or "general" to create a questionnaire form with the form builder and add a signature box.
When saving forms with signatures, patient and practitioner details will be added automatically.
Create a consent form
Consent forms are created in admin/organisation/forms.
Click the blue plus button next to the search bar at the top left of the page.
Enter your chosen name and select the form type. If you select "Consent", you will not have access to the form builder, just the ability to create text that will then have a signature box at the bottom.
Checking "For all treatments" will mean that your form will appear in ALL patient journeys. This could be useful for a marketing or photo consent form. BEWARE - there are very few circumstances where you will want this checked. If you check it by accident, you will need to manually remove the form from all services.
Checking "Allow send by email" will allow the form to be sent at the time of booking of specific services if you wish.
Write or paste your text into the html editor. TIP: If copying and pasting from another document e.g. Word or pdf, when asked, choose the option "Clean" to strip the text of its styling. You can then add your own styling (e.g. bold) more easily.
Click preview at any time to see how your form will look.
Click Save.
Once saved, ensure your form is active in the form list - ensure that the slider next to the name in green.
TIP: 💡
To copy and paste, rather than use the mouse buttons, use ctrl + c on your keyboard to copy and ctrl + v to paste. Alternatively, use the options in the Edit menu at the top left of the editor window.