The patient and provider can electronically sign consent forms attached to a treatment plan case. Once a signature is added to a consent form and the form is saved, the signature cannot be removed. The consent form is considered locked once both parties have signed it. (Depending upon certain global settings, a consent form can also be locked during the month-end process, when saved with or without any signatures, or after a specified length of time.)
To sign a consent form
In Treatment Planner, do one of the following:
In the Treatment Plan Case Setup section on the Navigation panel, right-click the case with a consent form to sign, and then click Consent Forms. The Dentrix Consent Forms dialog box appears.
With a case selected in the Treatment Plan Case Setup section on the Navigation panel, expand the Supporting Information section on the Navigation panel, and then scroll down to Informed Consent.
The consent forms that are attached to the case appear in the Form list.
Double-click the consent form that you want to sign.
The Consent Form dialog box appears.
Sign the consent form (both parties do not have to sign on the same date):
Patient/Representative signature - The patient selected in Treatment Planner is entered in the Name field unless it has been changed previously. Also, the Relationship to patient has "Self" entered by default unless it has been changed (for example, you can type "Spouse" or "Parent" if the person signing the form is the patient's spouse or parent). If necessary, edit the patient information, and then have the patient or patient's representative sign in the box using your input device. Once the form is saved with a patient or patient representative signature, the signature, name, and relationship cannot be changed.
Note: You can click the Clear button if the patient needs to re-sign. This button becomes unavailable once the consent form is saved with a signature (even the slightest mark registers as a signature) or no signature has been added yet.
Practice signature - Do the following:
If the correct provider is not already entered in the Name box, to specify the name of the provider (primary or secondary) who will sign the form, do one of the following:
In the Name box, enter the provider's name.
To select a provider, do the following:
Click the Name
search button 
.
The Select Provider dialog box appears.
Either leave the ID and Last Name boxes empty to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.
Under Search By, select one of the following options: This Clinic, to search for the provider in the clinic that you are currently logged in to; All Clinics, to search for the provider in all clinics; or My Clinics, to search for the provider in the clinics to which you have been granted the "My Clinics, Select Provider " security right.
Notes:
The All Clinics option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.
The My Clinics option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.
Either select the All Providers option to include providers who are associated with clinics (and who have a Log On User ID), or select the In ApptBook option to include providers who have been set up in Appointment Book.
Click
the search button 
.
The matching primary and secondary providers appear in the list.
Select the correct provider.
Click OK.
Sign in the box using your input device.
Notes:
You can click the Clear button if you need to re-sign. This button becomes unavailable once the consent form is saved with a signature (even the slightest mark registers as a signature) or no signature has been added yet.
Once the form is saved with a practice signature, the signature and name cannot be changed.
Click Save to save the consent form with the signatures.