How to Add Consents

Add a Consent #

  • Go to Settings
  • Click on Consents


  • The procedures tab will be opened.
  • Click on Add Consent.


  • Write the Title of the procedure.
  • Select an appointment reason from the dropdown.


  • Write the body of the consent below, by selecting the required labels from the patient information, provider information, physician’s information, and procedure where needed.


  • Click on the Save button to add the consent.

Link a Consent to a Procedure #

  • Go to Settings
  • Click on Plan


  • Click on Procedures


  • Procedures will be opened.
  • Click on the Edit icon against the procedure to which consent is to be linked.

  • Procedure details will be opened.
  • Click on the Consent dropdown.

  • A drop-down menu will be displayed.
  • Select the required consent from the menu.


  • The consent is selected for the procedure.
  • Click on the Update button to save the details.

  • The consent is linked to the procedure.

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