To ensure a consent form (or any other task that needs to be completed before an appointment) has been signed before an appointment you can configure the task to a treatment type or add an ad hoc task to the patient's appointment.
Configuring the Task to a Treatment Type
The consent form should be included in the appointment's Check In Checklist. Adding this task to the treatment type will remind the staff to complete the task every time a patient comes in for this specific treatment.
To learn how to create Check In/Check Out checklists that are connected to a treatment type click here.
Adding an ad hoc task to the patient's appointment
Upcoming Appointments can be viewed from the Patient's Profile.
If you click on the '3 dots' next to the appointment, a menu will appear.
To add or view Check-In checklist items, click Add to Checklist and a pop-up window will appear.
Name the task, click the + button and click save.
The front office staff will complete this task when checking in the patient for their appointment.