Consent With Signature Form (Smart Forms V1)

This guide covers the Smart Forms V1 system. For the newer drag-and-drop builder, see Smart Forms V2 in the main menu.

In most cases, you will need your patient or client to sign a submitted Smart Form V1. First, be sure that your local laws recognize digital signatures as valid. Regardless, it is always a good idea to make a note in your medical chart that you specifically asked the patient if they filled out the form and that they confirmed they did so.

Adding a Signature Field to a SmartForm

It’s simple to add a signature field to your SmartForm. When you are initially creating the form, simply add a section called “Consent With Signature” from the sections menu at the top of the screen. This will add a consent area where you can type in what you want the patient or client to consent to, and directly below this will be a digital signature pad.

Adding a consent section to your Smart Form

Note

If you have already created a form and had a few patients start filling them out, you can no longer edit that form. You need to create a new version of the form and start sending out this new version to your clients.

There are other types of consent sections you can add; however, these other options do not have a signature pad attached. The idea here is that you can add a number of different consent sections as needed (e.g., consent to treatment, consent to record sharing, consent to clinic fees, etc.) but only have one consent section at the end with a signature, so that they only need to sign once.

Configuring your consent section

When you add a consent section, you can enter in your own text that you want your client to consent to. Once you have configured your consent and sent it to the patient, they can sign in the signature pad at the bottom. They can sign using their mouse, finger, or stylus, depending on the device they are using.

Adding a Consent With Signature section comes with a signature block

If you have a tablet with a stylus at your clinic, you can also have the patient simply sign the consent form when they are at the clinic. To do this, use a tablet and follow the steps to complete an incomplete Smart Form, and then simply had the tablet to your patients to sign at the signature block. Once signed, you can click on the “submit” button.