Consent for Release - Prefilling a Consent Form with a Consent Template

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Now that we have designed our templates and added the Consent for Release form to the active chart structure we can complete the form in the patient’s chart. Follow the steps below to complete the Consent for Release form by prefilling the options from a Setup Release template.

1. Open the Patient’s Chart Details to open the Consent for Release form.
2. Select the Consent for Release form from the Available Forms list.
   
   
    
3. Click Enter inside the Release Name text box and select the desired template.
   
   
    
4. The information you entered in the template will now pre-fill the associated fields in the form and isn't editable:
   • The agency listed after Between.
   • The agency name and address after 1, 2 or 3.

• 1st Details Tab
  
  
   
• 2nd Details Tab
  • The information you entered in the template will now pre-fill the associated fields in the form and isn't editable:
    • The information in The extent of information to be disclosed section.
    • The information in The purpose of need for such disclosure is section.
  • Additional comments can be added in the white box beneath both sections.
    
    
     
• Signatures Tab
  • The information you entered in the template will now pre-fill the associated fields in the form and isn't editable:
    • The information in the This consent will expire on section.
    • The information in the Other section.
      
      
       

1. Edit any desired fields, then sign and lock the form.

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