Send consent forms from Scheduler: Appointment screen

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

Steps to send consent forms from the appointment screen:

  • Click on "Patient forms" drop-down.
  • Select all the forms that need to be sent


  • Click on the "Save" button to send the selected forms to the patient portal and EHR.


  • When hovered over on each consent form either the "Sent date" and "Signed date" will be displayed 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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