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 screen
- A pop-up appears
- Select all the forms that need to be sent
- Click on the "Send" button to send the selected forms to the patient portal and EHR for them to be signed.
- 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.