How do we send consent forms to a patient for signing?

Introduction:

This guide with walk you through the process of using Message Hub to send Consent Forms to Patients via SMS message and the Patient Portal. See Additional Information for a link to the article for emailing consents via Message Hub.*

Process description:

1. Go to the Patient Overview.
2. Click the cell phone number to access Message Hub.
3. Click the Consent Request button.
4. Select your Consent Forms.
5. Press Send. 
6. The patient will enter their Zip Code and Last Name, and complete the forms.
7. The forms are then saved under Patient > Notes.

Prerequisites:

• Security Permissions
  • Patient - Email Or Text Message Full Control
  • Reports - Custom Letter Full Control
• At least one Consent Form under Reports > Custom Letters > Patient Consent or Reports > Advanced Custom Letters > Patient Consent.*
• The Patient Portal must be setup.*

Step-by-step instructions:

1. Select a patient from the Scheduler or Search Patient tool and proceed to their Patient Overview.
2. Click the hyperlinked phone number to open Message Hub.
3. To launch the selection module, click the Consent Request button. It looks like a person standing in front of a piece of paper.
4. Choose your Consent Forms and press Select to confirm selections.
5. Press Send to deliver the Patient Portal link to the patient's cell phone via SMS. 
6. The patient will enter the Portal ID and necessary information (Zip Code on file and Last Name) to access and sign them.
   
   1. The link will expire in 30 days. 
7. To find the completed version of the Consent Forms, click the Patient > Notes drop-down menu. The entries are saved with the data the patient provided here as an attached file.

Tips and best practices:

• The E-Consent link expires after 30 days. Make sure you communicate with your patient to get the form signed before it expires or you will need to resubmit the form.
• In cases where the provider wants to sign the consent form, the saved consent form may be printed from the Patient > Notes drop-down menu, signed by the provider, and scanned back into the Patient Notes by the office.
• If the office utilizes an in-office signature pad, the Patient and Dentist may sign the consent form(s) at the same time or while the patient is in the office.*

Additional information:

*Referenced Articles:

• Sending Consents and Treatment Plans via Email Using Message Hub
• How do I enter a new patient consent form?
• What does our office need to do to activate and use the Patient Portal?
• Our office has an electronic signature pad. How do I capture a patient’s signature?

Other Articles

• E-Sign Portal FAQs