How do I provide a client with a copy of a completed consent form?
Once a client has completed a consent form and it's been saved to the 'Privacy' tab of the Client Summary, you can quickly and easily send a copy of the completed consent back to them for their records.
To do this:
Navigate to the Privacy tab of the Client Summary:
Click on the line containing the consent form you'd like to send out.
Click on the email icon at the bottom of the page:
The completed form will be generated as a PDF file and attached to an email. The PDF will include details of who provided consent and when, as well as the details of the consent form.
Complete the recipient, the subject and the body of your email. Click on Email Consent:
You've also got the option to set up and use email templates for completed consent forms.
The sent email will also be added to the Messages tab of the Client Summary with the type "Completed consent", where you'll be able to see the delivery status (only if you are using the WriteUpp email server):
You can also print a copy of the consent form from here, if the patient would like a hard copy. Just click on the Printer icon to the left of the Email icon. Again, the printed version will contain the details of who provided consent and when.
Did you know? If you request consent via email, then the client will be able to download a copy of the form once they have completed it:
To do this:
Navigate to the Privacy tab of the Client Summary:
Click on the line containing the consent form you'd like to send out.
Click on the email icon at the bottom of the page:
The completed form will be generated as a PDF file and attached to an email. The PDF will include details of who provided consent and when, as well as the details of the consent form.
Complete the recipient, the subject and the body of your email. Click on Email Consent:
You've also got the option to set up and use email templates for completed consent forms.
The sent email will also be added to the Messages tab of the Client Summary with the type "Completed consent", where you'll be able to see the delivery status (only if you are using the WriteUpp email server):
You can also print a copy of the consent form from here, if the patient would like a hard copy. Just click on the Printer icon to the left of the Email icon. Again, the printed version will contain the details of who provided consent and when.
Did you know? If you request consent via email, then the client will be able to download a copy of the form once they have completed it:
Updated on: 13/01/2025
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