The settings for the digital consents are under:
Frontpage - System - Settings - Global - Digital consent
1 - Requirement:
Not requirred: A digital consent is not necessary. If "not requirred" is chosen no signature or consent are required to start a consultation.
Preferred: User can choose if a digital consent is necessary or not. It is possible to continue without as this option will bring a pop-up message when a consultation is started. In this message it is possible to press "continue" without the client signing or giving content. It is also possible to get the signature and save it. It is up to the user.
Requirred - A digital consent/signature is required to start a consultation. This option will also give the user a pop-up message and it is not possible to continue unless the consent is given. User can choose if the client has to sign on a digital signing pad or in a form on printed paper.
2 - Keyword:
A keyword can be added to all clients having signed the consent form, so they don't get the answer to sign several times.
3 - Auto archive:
Here it's possible to choose if the clients digital signature should be automatically saved under the archive tab in the journal.
4 - Archive tag
The file with the clients signature will be saved under the chosen tag in the archive.
If you want to change or add a printout that shall be used as the digital consent form, you need to mark a report as consent type. The print out will show here:
To mark a report as consent type go to
Frontpage - System - Reports - Create Default if creating a new form
or
Frontpage - System - Reports - Edit if using an existing form
If using an existing report search for the correct one and click on it when it's marked. Press OK.
Make sure there is a field on the report for the clients signatur. This can be added to the report by clicking on the Advanced box in the left side and then choosing Signature.
Place the signature field in the report by clicking on the report where you want it. The field can be drag and dropped to be moved.
To mark the report as consent type press Setting on the left, go to the tab Types, choose the CONSENT type and use the small green arrows to move it from available to used and press OK.
Now you can add the report to the Global Digital consent setting.
