Setting Up Consent Forms

To use the EMR Components Consent Forms feature effectively, you must create the consent forms you need, and then link them to appointment types. It is also recommended that you set up the print layout for these forms.

To create a new consent form:

Select Tables > EMR Components > Consent Form Templates. The Consent Form Template Search window is displayed.
Select New. The EMR Consent Form Template Maintenance window is displayed.
In the Name field, enter a name for the consent form.
In the Category field, select a category.
Click the Note Template tab and type the content for this template. Use the formatting tools to set font, style, and layout.
To insert items into the template, use the options on the right of the formatting toolbar:

{I} to insert an image
{M} to choose from a list of available merge fields
{S} to insert a snippet

Click to check the spelling of the template.
Click Ok. The template is available for selection from the Consent Forms Template Selection list.
To add a new category while creating a template, click next to the Category field.

To link consent forms to appointment types:

Select Tables > Appointments > Types. The Appointment Type Search window is displayed.
Search for an appointment type or click Display All.
Select the appointment type, and click Edit. The Appointment Type Data Entry window is displayed.
Click the Consent Forms tab. The list of consent forms is displayed.
Select the checkbox for each form you want to associate with this appointment type.
Click Ok.