This article reviews how you use pre-populated consent forms or add your own in Moxie Suite.
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Review and edit pre-populated consent forms
Navigating to consent forms
1. Log in to your Moxie Suite account using this link.
2. Within the Global Nav click Settings > Clinical Documents
3. On the Clinical Documents page click Consent forms
Review and edit pre-populated consent forms
1. Navigate to Settings > Clinical Documents > Consent forms (see previous section for images)
2. To review the existing pre-populated form, click on the top three dots, and hit Edit.
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- Remove the first sentence with bold TEMPLATE text
- Update the form to be reflective of the consent form you want to be sent out to your patients
- Make sure to add any additional Services you want the consent form to be sent with
- Configure if the form should be sent with every appointment or once (default is once)
- Once all updates have been completed hit Save on the top right-hand side of your screen.
Adding a consent form
1. Navigate to Settings > Clinical Documents > Consent forms (see previous section for images)
2. On the Consent forms page, click the Add a form button at the top of the page.
3. Once on the Add a consent form page, enter the information for the consent form you're adding
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- Enter the name of the consent forms
- Click on the Add a service button
- Once on the Select services page, check off all the appropriate services associated with this consent form
- Configure sending frequency
- Enter the text for the consent form
✏️ Note - Currently we do not have the ability to upload consent forms, and instead will need to copy & paste this into the body text.
4. After entering all required information click Add on the top right.
Ta-da! You've learned how to update the pre-populated consent forms and how to create your own. Patients will receive these from now on when booking services with you.
Watch the video walkthrough below on how to use and edit pre-populated consent forms in Moxie Suite