Send consent forms from Scheduler: Patient profile screen

Users can send consent forms to the patient portal and EHR from the patient profile of the Scheduler.

Steps to send consent forms from the patient profile screen:

  • Click on the "Patient forms" button on the patient profile screenCapture.PNG
  • A pop-up appears
  • Select all the forms that need to be sentmceclip0.png
  • Click on the "Send" button to send the selected forms to the patient portal and EHR for them to be signed.mceclip1.png
  • Either the "Sent date" and "Signed date" will be displayed next to the consent forms indicating when they were sent and signed.
  • The "Signed date" and "Send date" will both be displayed only if the Signed date is before the Send date.
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