edgeMED Help Center > Electronic Health Records > EHR

Consent forms.

 Only Practice Administrators can create patient forms. Contact your Practice Administrator to update your account with this permission. 

Select a topic below or scroll through the page for all content.

Create a new consent form

Edit an existing form

Send forms from EHR

Send forms from scheduler

Create a New Consent Form

Click Utilities (gear icon) in the upper right corner. — Click **Utilities** (gear icon) in the upper right corner.

Click Patient Forms under the Clinical Admin Tools. — Click **Patient Forms** under the Clinical Admin Tools.

Click + Forms to create a new consent form. — Click **+ Forms** to create a new consent form.

Enter a title and details for the consent form. When done, click Save to complete the form, or click Cancel to abort the form and return to the previous page. — Enter a title and details for the consent form. When done, click **Save** to complete the form, or click **Cancel** to abort the form and return to the previous page.

Edit an Existing Consent Form

Click on the Edit icon to open the details view. Make changes to the consent form as needed. Click Update to save the changes. Click Cancel to discard the changes. Should you want to delete a form, click on the trash can icon to delete an intake form. — Click on the **Edit** icon to open the details view. Make changes to the consent form as needed. Click **Update** to save the changes. Click **Cancel** to discard the changes. Should you want to delete a form, click on the **trash can** icon to delete an intake form.

Send Consent Forms from Electronic Health Records

Search for a patient and navigate to the Patient Dashboard. Once you have located your patient, click on the patient's name to open the patient's profile.

Click Patient Forms. — Click **Patient Forms**.

Select the checkbox for the consent forms you want to send to the patient. When done, click Send. — Select the **checkbox** for the consent forms you want to send to the patient. When done, click **Send**.

  Patients must be provided access to the Patient Health Records (PHR) portal in order to view and sign consent forms sent from the EHR. 

Patients will be notified via email that there are items in the patient portal that require their attention. Patients must log into the PHR to sign consent forms. All completed patient forms are saved to the Patient Documents section of the Patient Dashboard under Electronic Patient Forms.

Send Consent Forms from Scheduler

When scheduling a patient appointment, click Patient Forms. — When scheduling a patient appointment, click **Patient Forms**.

Select the consent form(s) you wish to send. When done, click Save. — Select the consent form(s) you wish to send. When done, click **Save**.