Any letter or consent form that needs to capture a patient’s electronic signature must be saved in as a Patient Consent letter type.
To check if a letter or form is assigned to the Patient Consent type:
- Click the word “Reports.” Select the “Custom Letters” option from the dropdown list.
- A listing of all letters appears on the left. Highlight the letter name. On the right side of the screen, a quick view of the highlighted letter appears.
- Ensure the Letter Type is indicated as “Patient Consent.”
- If the Letter Type needs to be changed, click the Edit button.
- Click on the drop-down arrow to select “Patient Consent” for the Letter Type field.
- Click the Save button.