Overview
This guide provides clear instructions on how to access and approve consent forms from both the Home Dashboard and Clinical Records. It outlines the steps to view, review, download attachments, and provide digital consent, with guidance on what to do if action is required.
This user guide was created using the desktop web version. If you are accessing via mobile or tablet, the screenshots may differ.
Table of Contents
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🎓 Accessing your Consent Forms from the Home Dashboard
- View and manage your consent forms directly from the home dashboard
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🎓 Accessing your Consent Forms in Clinical Records
- Access and review consent forms within clinical records section
🎓 Accessing your Consent Forms from the Home Dashboard
1. Click on Home.
2. Click on Consent tile to view.
3. If a consent requires your action, a Needs Action button will appear in the Consent column. Click the button to proceed with the necessary steps.
4. Click on Ok.
5. Please review the document carefully before providing your approval.
ℹ️ If the provider has uploaded multiple attachments, the Approve and Decline buttons will only appear on the final page. Use the arrows to navigate through each page.
6. To download attachments, click Download all attachments in the side pane.
7. A pop-up will confirm your download was successful.
8. Click Approve to provide your digital consent.
ℹ️ If you choose to decline, click Decline—your provider will be notified.
Alternatively, if you have any questions about what you’re consenting to, please contact your Practice or provider for clarification before approving.
9. Click on Yes to confirm.
10. You will receive a pop-up to indicate that your consent has been successfully Approved.
🎓 Accessing your Consent Forms in Clinical Records
11. Click on Clinical Records.
12. Available consent forms appear in the Consent section. If action is needed, a 'Needs Action' button will show. Otherwise, click the Scope name to view your consent.
13. Clicking on View More will take you to the Consent grid.
14. You will present to the Consent grid, where all your consent forms published by your Provider will be visible.
ℹ️ If you wish to view a consent form you can click on the Scope Name.
15. If a consent requires your action, a Needs Action button will appear in the Consent column. Click the button to proceed with the necessary steps.
16. Click on Ok.
17. Please review the document carefully before providing your approval.
18. To download attachments, click Download all attachments in the side pane.
19. A pop-up will confirm your download was successful.
20. Click Approve to provide your digital consent.
ℹ️ If you choose to decline, click Decline—your provider will be notified.
Alternatively, if you have any questions about what you’re consenting to, please contact your Practice or Provider for clarification before approving.
21. Click on Yes to confirm.
22. You will receive a pop-up to indicate that your consent has been successfully Approved.
If you experience any issues, please contact your Practice or Provider for further assistance.
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