4️⃣Setup Consent Forms

To create a new consent form, go to Settings -> Documents.

There are two ways to set up a consent form:

  • Use one of the available templates

  • Create a new document and write your own text

You can also start with a template and then edit the text and variables to fit your needs.

Document Variables

You can add variables to your document content. When the document is created from a patient profile, these variables are automatically replaced with real data, such as:

  • System — current date, current time, and other system values

  • Patient — patient details like full name, phone number, date of birth, and more

  • User — details of the user who created the document, such as full name and contact information

  • Clinic — clinic profile data including name, phone, email, website, and other contact details

Use the Variables button at the right to open variables list:

Simiar to questionnaires, you can generate and sign consent forms via the main application.

To create, view, print and sign consent forms use the Documents tab:

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