Consent Letters

Consent letters allow your practice to request confirmation or acknowledgement of your terms from patients.

Administrators manage consent letters for your practice, and staff may send these documents to patients for signing.

They may be configured as follows:

• Required — the patient must sign this consent letter
• Optional — the patient may sign this consent letter if applicable

Patients can view both signed and unsigned consent letters in the patient portal.

Adding consent letters

To add a consent letter:

• navigate to the Settings page
• click on Consent letters in the sidebar
• on the new page, click the dot menu to the right of the page’s title
• click Add consent letter
• provide a Title for the consent letter
• provide the Content for the consent letter
• select whether the consent letter is Required or Optional for patients
• click Save

As many consent letters as needed can be added.

Editing consent letters

To edit a consent letter:

• navigate to the Settings page
• click on Consent letters in the sidebar
• find the consent letter that needs to be edited from the list
• click the dot menu next to the consent letter’s title
• click Edit
• update the Title, Content, or State
• click Save

Archiving consent letters

To archive a consent letter:

• navigate to the Settings page
• click on Consent letters in the sidebar
• find the consent letter that needs to be archived from the list
• click the dot menu next to the consent letter’s title
• click Archive
• confirm the archiving of the consent letter

Archived consent letters are not shown to patients or for staff when viewing a patient’s profile, unless they’ve already been signed.

Unarchiving consent letters

To unarchive a consent letter:

• navigate to the Settings page
• click on Consent letters in the sidebar
• find the archived consent letter in the list
• click the dot menu next to the consent letter’s title
• click Unarchive

The consent letter will be restored and available for signing again.