Digital Consent & Summary Report
Digital Consent & Summary Report
This is a multipurpose report that can be used to replace the prescription and consent form with an optional digital signature, or it can be used as an appointment summary report without any signature requirements at all.
Included in the report:
- Patient Info: The patient information is recapped at the top of the report.
- Questionnaires: All questionnaires are recapped and answered questions are listed.
- Consent Form: The consent form copy is presented, and if digital signature was obtained, the completed consent options and digital signature will be included. If digital signature was not obtained, there is a preference to specify whether to have the blank signature fields included or not.
- Rx: The drugs prescribed for this appointment (open or dispensed status) are displayed along with all of the dispensing details.
- If digital signature was obtained, the health care providers digital signature will be displayed below the footer.
- If the digital signature was not obtained, the footer will remain at the bottom of the report, and there is a preference to specify whether to have the blank signature fields included or not.
How it works:
- The report can be generated from any appointment, from either the prescription tab, or the patient reports button.
- Make sure the check box is checked beside 'Digital Consent & Summary' and hit the generate button.
- Once it is generated it will be saved into the system and accessible anytime.
OF NOTE:
- If you have obtained a digital signature from the patient, this report will be selected by default on the prescription tab instead of the other consent form.
- If you have the service line preference 'Use Digital Consent & Summary Report Always' ON, this report will be selected by default on the prescription tab instead of the other consent form regardless if the digital signature was obtained or not. If it was not, the signature lines and consent options will appear to be filled out and signed after printing.
- If you have the service line preference 'Use Digital Consent & Summary Report Always' OFF, and the digital signature was NOT obtained, you can choose to generate this report anyways and it will act as an appointment summary, without the need for any signatures.
Generating the Report in Bulk:
- You can generate a single PDF with all of the reports from all appointments from a specific day. To do this, go to the Reports menu > Appointment > Digital Consent & Summary Report. Enter the date & service line you wish to report on and hit generate report. This merges all reports into one document for easy sharing. (This was originally created with FLU clinics in mind.)