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Take consent during a visit

Send a consent form to the client mid call and have them read and sign it there.

Who can use it
All staff

Open More and select Teleconsent. A short wizard walks you through it.

The wizard

  1. Choose Participant. Select the participant you want to send the consent form to.
  2. Choose Consent Form. Select the consent form you want the client to review and sign.
  3. Pre-fill Information, when the form needs details filled in before the client sees it.
  4. Select Begin.
A dialog headed Choose Consent Form, with dropdowns for Form Provider set to Dr. Marcus Bennet, LCSW and Client Term set to Default. Below them five forms are listed, each with a padlock: Consent to Specified Document carrying an amber Pre-fill required badge, HIPAA Privacy Notice and Consent, Informed Consent for Treatment, Minor Patient Telehealth Consent, and Therapy Telehealth Consent. Cancel and a greyed out Begin sit at the bottom.
The forms your clinic has available. Begin stays unavailable until one is chosen.

One form in that list carries an amber mark. That is the one needing your details filled in before the client sees it, which is step 3 above; the rest go straight to the client.

Filling it in and signing

The form opens as numbered sections. Each turns to a tick as it is completed, and the badge at the top right counts down the sections still to do before it reads that all fields are complete.

A consent form headed Therapy Telehealth Consent for Hannah Whitfield. A row of mode buttons reads Self-Paced, Guided and Follow. Six section pills along the top all show green ticks, and a badge reads All fields complete. Section 1, Your Information, holds a completed First Name of Hannah, a Last Name of Whitfield and a date of birth of December 18 1968. End Teleconsent Session and Finalize sit at the bottom.
Every section ticked and the badge reading all fields complete, which is when Finalize appears.

The three buttons at the top set who drives. Self-paced leaves the client to work through it alone, guided lets you lead them section by section, and follow mirrors their screen so you can see where they are. The client view button shows you the form as the client sees it.

The last section is the signature.

The signature section of a consent form. A Signing as dropdown reads Myself (the patient). A panel headed REQUIRED SIGNATURE is marked Host view, locked at its right. Two tabs read Draw and Type, with Type selected, and the name Hannah Whitfield appears in a handwriting style above a dotted line. A line underneath reads Encrypted, IP and timestamp captured on signing.
The signature panel, marked Host view, locked. Draw and Type are the two ways to sign.

Two things on that panel matter. The client can sign by drawing or by typing their name, and either counts. And you cannot sign it for them: your copy of the panel is marked as the host’s view and stays locked, because the person signing has to be the person consenting.

Where a parent or guardian signs instead, the dropdown above the panel records who is signing.

Save the form, or it is gone

Finalizing shows the confirmation, with the signing time and the address it was signed from.

A confirmation panel with a tick, headed Consent received, and a line reading Download the completed consent form for your records. Below it a note says HIPAA LINK does not store copies of completed forms after submission and asks you to save your copy before leaving the page. A Download PDF button follows, then a line giving the signing date, time and IP address, then an amber badge reading Client has not downloaded the form.
Download PDF is the only copy. The amber badge tracks whether the client has taken theirs.

The badge underneath tells you whether the client has saved their own copy, so you can prompt them before ending the session.

Two settings worth knowing about

Form Provider. Select which provider name and details should appear in the form.

Client Term. It sets how the client is referred to throughout the form. The choices are Patient, Client or Other, so the form reads the way your practice speaks.

If you cannot find it

Teleconsent Forms is an organization setting, under Account Settings › Teleconsent, and a clinic admin sets it. There are two switches and they work in order:

  • Activate feature turns teleconsent on for the clinic. Until it is on, nobody has it, and the second switch reads Activate first.
  • Allow staff access decides who may use it. When enabled, all staff members can initiate teleconsent sessions. When disabled, only administrators can.

So a provider who cannot see it is usually looking at the second switch rather than at a fault.