The consent form and the care record

The consent form

1. 1

   Step 1: Open the client and press Consent form in the header (or ⋯ > Consent form…).

2. 2

   Step 2: Read it with the client. It covers recording, AI-drafted notes on your computer, voice signatures, record keeping, withdrawal and confidentiality, in any language of the app.

3. 3

   Step 3: Export PDF…, Copy text or Print… to give the client a copy.

4. 4

   Step 4: Press Consent given: it records consent with today’s date in the care record.

To make it your own, open Settings > My practice > Consent form > Open the consent form, then Edit text and Save as my template.

Send the consent form online

1. 1

   Step 1: Open the client and press Send consent online beside Consent form in the header, or on the client’s To do.

2. 2

   Step 2: If client forms are off, one plain question turns them on.

3. 3

   Step 3: The client gets an email with a link, opens a secure page and signs. They need no account.

4. 4

   Step 4: The signed consent comes back sealed for your computer and lands in the client’s file as a signed record.

The care record

• ⋯ > Care record… > Add: consent given, refused or withdrawn and how, referrals and consultations, information shared, incidents and reports. Changing an entry keeps the earlier version.
• The client’s To do says when consent is due for review (every 12 months unless you change it) and shows a withdrawal or refusal.
• ⋯ > End care… records why care ended, how the client was, outcomes, referrals and follow-up. The client moves to Discharged; the file stays and can be made active again.