Viewing and editing consent forms for cases

When you view a consent form for a specific case, Dentrix lists the information about that case in the case detail shown at the bottom of the consent form so that patients know exactly which procedures they are giving their consent for.

To view the consent forms for a case

1.   In the Treatment Plan Case Setup panel, select the case that you want to view consent forms for.

2.   In the Treatment Plan Case Setup panel toolbar, click Consent Forms.

The Dentrix Consent Forms dialog box appears.

Note: Information about the consent forms that are attached to the case (including the date the form was signed, the name of the consent form, and the signatures attached to the case) appears in a list under Informed Consent.

3.   To view a specific consent form, double-click the form.

The Consent Form dialog box  appears.

4.   If necessary, do the following:

·        Click the Font Size button (upper-right corner) and then from the menu, select a font size.

Note: By default, the consent form text appears in the Small font size. You also have options for Medium, Large, and X-Large.

·        Edit the patient information (Patient/Representative signature, Name, Date, and Relationship to patient) or the practice information (Practice signature, Name, and Date) as necessary.

·        Click Additional Notes to add notes to the form, if the consent form does not have any signatures attached.

Note: If the consent form has one or more signatures, and the form has been saved, you cannot add notes to it, nor can you change any patient or provider information.

·        To save any changes, click Save.

·        To print the consent form, click Print.

Note: You can print any consent form, even an unsigned one.

5.   Click Close twice.

The Consent Form and Dentrix Consent Forms dialog boxes close, respectively.