Consent collected before the needle, retained by version
A consent form is only evidence if you can show which version the patient signed, when they signed it, and that it covered the treatment actually delivered.
- Trigger
- A treatment requiring consent is confirmed or charted
- Owner
- Front desk and treating provider
- Outcome
- A signed, versioned consent stored against both patient and treatment record
The workflow, stage by stage
- Stage 1
Map consent to treatment
Each treatment type carries its required consent documents and a validity period — per visit, per course, or annually for repeat treatments.
- Stage 2
Send ahead of the appointment
Outstanding consents go out with the confirmation so the patient can read them without a waiting-room rush, on their own device.
- Stage 3
Block charting without it
If consent is missing or expired, the chart cannot be completed. The gap surfaces at check-in instead of during an audit.
- Stage 4
Retain with version history
Revising a form creates a new version. Historic charts keep the version the patient actually signed, with signature, timestamp and witness.
Rules the platform enforces
- Consent validity is configurable per treatment: per visit, per course or annual
- Signed consents are immutable and stored against the specific treatment record
- Form revisions never rewrite past signatures
- Photography and marketing-use permissions are separate consents from treatment consent
Frequently asked questions
- Can patients sign consent before arriving?
- Yes. Outstanding forms are sent with the appointment confirmation and can be completed on any device.
- What if we update a consent form?
- The update creates a new version. Past records keep the version in force on the day of service.
- Is photo consent handled separately?
- Yes. Clinical photography and any marketing use are separate permissions, so a patient can allow one and refuse the other.