Filling Out the Consent Form
The consent form is filled out on the client's card. To do this, go to the HCP’s section and select the necessary client from the list. Click "Edit" on the client's card, and in the contact info section, go to the "Consent Form" line.
When you open the "Consent Form" section, all currently available consent forms will be displayed.
To collect a signature, click on the pencil icon to the right of the form you are interested in. After this, the following buttons will appear:
- Photo Consent
Clicking on this item will open the device's Camera:
After taking the photo, a window will open where you need to click OK to attach the photo or Retry to return to take a new photo:
After clicking the OK, the photo will be attached to the consent form. - Photo from Gallery. This option allows you to select a photo that was previously taken and is stored in the Gallery. Clicking this button will open the list of photos from the device's gallery.
By clicking on the desired photo, it will be added to the consent form.
- Electronic Signature. The ability to view the consent form and obtain the client's signature in electronic format.
Scrolling down the specified form, the "Signature" window will be available.
Clicking on the "Signature" window will open a form allowing the client to provide their signature.
Here you can click:
Clear – to clear the signature data.
Cancel – to exit the signature collection form and return to the consent form preview window.
OK – to save the provided signature.
After clicking OK, the signature will be added to the consent form.
Next, you need to click "Save" to save the signature or "Cancel."
Viewing the Collected Consent Form.
If the consent form has already been submitted, it will be displayed on the client's card in the information preview mode. 
By clicking on the Consent Form line, the consent form will open with the date the signature was collected. 
By clicking on the line with the name of the consent form, the information about the form will open in this view if the form was collected via electronic signature. You can also zoom in on the consent form. 
Or as a photo if the consent was collected using the camera or from the gallery. 
Deleting or Modifying the Collected Consent Form.
If the consent form has already been collected but needs to be modified or deleted, open the card of the relevant client and click "Edit."
In the "Contact Info" section, click on the "Consent Form" button. 
In the window that opens, the following icons will be available next to the already collected consents:
- The ability to archive the consent form.
If the consent form is no longer needed or was added by mistake, you have the option to archive it. Clicking on this icon will open a window where you need to specify the reason for archiving this form:
After clicking on Delete consent form, the consent form will be cleared
- The ability to view the already collected consent form.
Clicking on it will open the information about the already collected form. - The ability to modify the already collected consent form.
When you click on this item, the program will first ask you to specify the reason for archiving the old form.
After entering the data and clicking on Revoke consent, a window will open with the option of entering a new consent.