Configuring Clinipad Treatment Consent Forms

See also: Using Clinipad Consent Forms

You'll need to ensure that all of these requirements are met:

Requirements:

• EXACT v12.1 or later.
• Clinipad installed and functional.
• A template must be set for the Consent form in printing setup.

  A default stationery template is OK, but if not configured, pick a template and assign it to the Consent Form (SOEStd1.277) in printing setup.

• For each Provider a Consents tab must be configured to display in the Charting screen, in either the Upper tab or the Lower tab area (procedure below).

  

• Clinipad Consent Forms must be configured by means of the Setup (spanner) button in the Consents tab (procedure below).

  

Set the Consents tab to display in the Charting screen for each Provider

1. Enable the Consents tab in the Charting screen as follows:

   

   1. Select the Service List Setup Wizard button to open the Service List Setup Welcome screen.

      

   2. Check (tick) the checkbox Select which tabs you use in the activity areas.
   3. Select Next to move to the Select Tabs... screen

   

   1. Select Consents in the Available Tabs pane.
   2. Move it to either the Upper Tab or the Lower Tab.
   3. Use the Up/Down arrows to position Consents relative to other tabs.
   4. Select Finish to display the Consents tab in the charting screen:

   

   This tab is for displaying completed Consents for the currently selected patient.

   It will be blank until at least one of the template Consents you create are signed by the patient.

2. Repeat the above tab-setup for all other Providers.

Create template Consent forms

1. Open the Consents tab and proceed as follows:

   

   1. Select the Configure Consent Templates button to open the Configure Consent Templates window.

      

   2. Select the +1 button to open the Add Consent Template window.
   3. Type a Template Name and then type or paste the appropriate text for the Template Content.

      Clinipad will use this text to populate a Consent Form, to which it will add a signature box.

      Note that you can easily edit this template by means of the Edit button in the previous window.

   4. When complete, select the Save button.
2. Repeat this procedure to create as many Consent Forms as required and then Close the templates window.

   When you click the Templates window Close button you will not see these Form templates in the Consent tab - the tab is for displaying completed, signed Consents only.

3. Refer to Clinipad Consent Forms for details on how Clinicians use the template Consents.