Are you ready to say goodbye to endless charts, files and paperwork? Engagement [Modento] digital forms and consents make it easy for your office to go paperless.

This short video will walk you through how to send forms and consents to a kiosk in your office or directly to your patients via text or email.


Sending Forms and Consents

Step by Step Instructions:

  1. Select Patients from the menu on the left

  2. Click on the three dot menu

  3. Select Forms

  4. Click on Prepare forms and consents

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

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

  7. Click to Add Form or Add Consent to add additional forms

  8. Click the 'x' to remove a form from this packet if desired

  9. Select the Preferred Language (English or Spanish)

  10. Check if you want to send the minor version

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

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

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


To learn how to Edit the existing Forms in Engagement [Modento], refer to the following article:

To learn more about the forms & consents write back process, refer to the following article:

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