Send a Form and/or Consent to a Patient

Select Patients from the menu on the left

Click on the three dot menu

Select Forms, then click on Prepare forms and consents

Select who or where you want to send the forms to (kiosk, patient, or family member)

Select the delivery channel (Auto, Text, or Email)

Click to Add Form or Add Consent to select the paperwork desired

Click the 'x' bubble to remove a previously selected form

Note: Click on the green magnifying glass to preview the form/consent, or click on the pencil icon to mark the document as completed outside of Engagement (ie paper copy).
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If adding a consent: A yellow + icon indicates that that a consent placeholder requires a patient value. Enter the placeholder value and then click the blue Save button

The + icon is now green, indicating that no additional values are needed for this consent. Click on the green magnifying glass icon to preview the consent with the entered value added

The consent will open in a new window for you to preview with the placeholder value shown as entered (close at any time)

Returning to the Engagement task window, select the Preferred language (English or Spanish) and select the Minor version checkbox if preparing forms for a patient who is a minor

Check Save Defaults box if you want any changes made to be saved for you specifically for future use

Check Global Defaults you are an Admin user and want your changes saved globally for all users

Click to Send and Close the window or click Just Send to keep the window opened