How do I add consent forms to an appointment profile?


Adding Consent Forms to an Appointment Profile

Consent forms may be used in conjunction with appointment profiles to automatically attach documents to appointments. If any forms need to be read and signed with a specific type of profile, you may save time by adding consent forms to an appointment profile.

To begin, go to Schedule and select Appointment Profiles

Click on the +Add New Profile button in the upper right hand corner of the page.

In the new appointment profile prompt, select your consent forms by first checking the Consent Forms check box. A dropdown menu will appear, allowing you to select and attach your consent forms. 


When you're done, click the Save button at the bottom of the page. If you'd like to make changes to consent forms for existing Appointment Profiles, you may click the Edit button to the right of the desired Appointment Profile in the Custom Appointment Profile List.



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