Consent Forms and Telehealth Visits

Consent forms can be signed by patients through DrChrono's telehealth feature.

Uploading Consent Forms

If you need to upload any consent forms, you can do so by going to Patients > Consent Forms and uploading the forms as PDF files so they can be read and signed by the patient.

Adding Consent Forms Before Video Visits

Option 1

You can add the consent forms to the visit by checking the Assigned by Default box under Patients > Consent Forms and clicking Save.

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Option 2

You can also add a consent form to an appointment from the appointment window by clicking on the Consent Form menu, selecting the forms to add, and clicking Save or Save & Close.

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Option 3

You can add a consent form from the appointment window by attaching it to an Appointment Profile. Select the profile you would like to use and click Save or Save & Close

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Adding Consent Forms During a Video Visit

You can add a consent form during the video visit by selecting the Options menu and Consent Forms.

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Choose the consent form you would like to use from the forms previously uploaded under Patients > Consent Forms and Close.

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Signing Consent Forms with Telehealth for Patients

After joining the video visit, the patient can sign consent forms by clicking on Consent Forms and selecting Read & Sign.

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The document will open for the patient to add their signature. By clicking Save Signature the document will be signed and saved in the patient's chart under documents.

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