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.