How do I add the consent link to my consent email template?
When emailing a consent form from WriteUpp, you will need to include the link to the consent form in your email to the patient. The easiest way to do this is to set up email templates for each of your consent forms, each containing the variable 'Consent link'.
Go to Create -> Consent (ensure you have an Active Patient selected who has an email address recorded):
Click Consent via email:
If you do not see the 'Consent via Email' button, then make sure you have a client selected who has an email address entered on their record.
Click the Manage Email Templates For Consent link next to the 'Select Template' dropdown:
Click the + Add Template button to add a new template, or click the Edit link next to an existing template:
Enter a Name for the template so you can easily identify it, and enter a subject and some text into the message field.
Place your cursor where you would like the consent link to appear in the message. Click the VAR button in the toolbar and select Consent link (it's right at the bottom of the list):
A link called "Review Consent Form" will appear in the template. Click Save Template when you are happy.
Now, when you go to send a consent form via email, you can easily select this template from the dropdown with the consent link already added!
When adding consent links to emails, you must use the variable to insert it. You cannot copy and paste the 'Review Consent Form' link from one email to the other. When using the variable, WriteUpp will identify which form you are sending to patients and take them to the selected one. Copying and pasting the link breaks this process and the link. Your patients will not be able to use it to grant consent. On clicking on it, they will be taken to what looks like the WriteUpp login screen. If patients report this, please check your email templates for consent, delete the existing consent link and re-add it using the VAR dropdown.
To add the 'consent link' to an email template for consent:
Go to Create -> Consent (ensure you have an Active Patient selected who has an email address recorded):
Click Consent via email:
If you do not see the 'Consent via Email' button, then make sure you have a client selected who has an email address entered on their record.
Click the Manage Email Templates For Consent link next to the 'Select Template' dropdown:
Click the + Add Template button to add a new template, or click the Edit link next to an existing template:
Enter a Name for the template so you can easily identify it, and enter a subject and some text into the message field.
Place your cursor where you would like the consent link to appear in the message. Click the VAR button in the toolbar and select Consent link (it's right at the bottom of the list):
A link called "Review Consent Form" will appear in the template. Click Save Template when you are happy.
Now, when you go to send a consent form via email, you can easily select this template from the dropdown with the consent link already added!
When adding consent links to emails, you must use the variable to insert it. You cannot copy and paste the 'Review Consent Form' link from one email to the other. When using the variable, WriteUpp will identify which form you are sending to patients and take them to the selected one. Copying and pasting the link breaks this process and the link. Your patients will not be able to use it to grant consent. On clicking on it, they will be taken to what looks like the WriteUpp login screen. If patients report this, please check your email templates for consent, delete the existing consent link and re-add it using the VAR dropdown.
Updated on: 08/01/2025
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