Types of Consent
- General consent to treat — Broad authorization for routine care.
- Informed consent — Specific to a procedure, detailing risks, benefits, and alternatives.
- HIPAA authorization — Consent to share records with specific third parties.
- Financial consent — Agreement to your practice's payment terms and policies.
- Telehealth consent — Authorization for virtual visits with technology-specific disclosures.
Consent Workflow
- Create or customize consent forms in Settings > Forms.
- Assign forms to appointment types so they're automatically sent before visits.
- Patients receive, review, and electronically sign forms through their portal.
- Signed forms are timestamped and stored in the patient's record.
- Track completion status from your dashboard — follow up on unsigned forms before the visit.
Withdrawal of Consent
Patients can withdraw consent for data sharing at any time. When a patient revokes HIPAA authorization, the system immediately restricts access. Records created prior to revocation remain part of the medical record.