Sent with the booking
Attach consents to a service. Booking it sends them with the confirmation, or holds them until a set time before the visit. When your team books, consents the patient has already signed are left out.
Consents
Digital consent forms, signed before the visit
Ona's digital consent forms go out with the booking, or a set time before the visit, and patients sign them on their phone or on your tablet. Each signature is stored on the patient's chart with the exact wording, the ticked acknowledgments, the time, IP address, browser and a SHA-256 hash of the document.
- Required acknowledgments
- Drawn e-signature
- Sent with the booking
- Sign on this device
Ona's digital consent forms are reusable consent templates your patients read, acknowledge and sign before the visit, inside Ona, the AI-native practice management platform. A consent goes out with the booking, the patient draws their signature on their phone or your tablet, and the signed copy sits on their chart with the evidence of how it was signed.
It fits any practice that needs treatment, telehealth, privacy or care management consent on file before care starts: behavioral health, primary care, physical therapy, women's health, integrative and functional medicine, naturopathic doctors and telehealth-first teams.
01 · Why it matters
A consent nobody can find is a consent you don't have.
Paper consents get signed in the waiting room, scanned late, and filed somewhere.
When consent lives on a clipboard, it gets signed in a rush at the front desk, or not at all, and finding one later means searching a scanner folder. If the wording has changed since, nobody can say for sure which version the patient read.
In Ona, consent goes out before the visit, the patient signs on their own device, and the signed copy stays on their chart with the exact wording they agreed to, ready to open, export or fax.
02 · What you get
Consent on file, before the visit starts.
Required acknowledgments
Add a checkbox for any statement the patient must confirm on its own and turn on Required to sign. Ona won't accept the signature until every required box is ticked.
Proof of what was signed
The wording is copied when the consent is sent. Ona stores the drawn signature and its strokes, the time, IP address and browser, and a SHA-256 hash of that wording. If the document changed, the signature is refused.
Sign on this device
Patient at the front desk? Choose Sign on this device, hand over your tablet, and get it back after a handoff screen. The dashboard stays hidden while they sign.
Start from the Library
Six templates to import and edit, from Consent to Treatment to Chronic Care Management Enrollment. Or upload a consent PDF and Ona turns it into a draft you review before saving.
Print, export, fax
Export or print a signed consent as a PDF, fax it from the chart, or attach it to an outgoing referral. For a patient who wants paper, print a blank copy with a signature line.
03 · How it works
From template to signed, on the chart.
Build or import the template
Write the wording in Text blocks and add Checkbox blocks for statements the patient must confirm. Start from the Library or import a PDF, and pick a type: HIPAA Privacy, Telehealth, Treatment, General, Care Management or Custom.Attach it to a service
Add the consent to the services it belongs to. Staff booking a visit see it already selected unless the patient has signed it before. Patients who book online get it too.It goes out on time
With the booking confirmation, or a set time before the visit. One email lists everything the patient needs to complete, with a text for each consent where texting is on. An intake reminder can resend unsigned ones with fresh links.The patient reads, ticks and signs
On a one-time link with no sign-in, in the patient portal, or on your device in the clinic. They read to the end, tick the required boxes, agree to sign electronically and draw their signature.It's on the chart
Under Consents on the patient's chart, grouped as Scheduled, Pending, Signed and Cancelled. Open a signed one to see the signature, document hash, IP address, browser and delivery history. The clinician who sent it is notified.
04 · In practice
Where consent shows up.
Telehealth-first therapy
A telehealth consent with every booking.
Attach the Telehealth Consent to your video-visit service. It goes out with the booking confirmation, and the patient signs on their phone before the session.
Chronic care management
CCM consent on file before you bill.
Care Time only becomes billable once the patient is enrolled, and enrollment needs a signed Care Management consent. The Chronic Care Management Enrollment template in the Library includes the cost disclosure.
Pediatrics & family practice
A parent signs from their own login.
Add a parent under Guardians & Family. They sign the child's consents from their own patient portal, and each signed consent is stored on the child's chart. For a patient under 18, access ends on their 18th birthday.
IV therapy clinic
One template per procedure.
A Myers' cocktail consent reads differently from a chelation consent. Give each its own template and required acknowledgments, and attach it to the service so it goes out with the booking.
FAQ
Common consent questions.
What are digital consent forms?
Digital consent forms are consent documents patients read and sign online instead of on paper. In Ona, each one starts from a reusable template with text and required checkboxes, is sent to a specific patient, and is stored on their chart with the drawn signature and the details of how it was signed.
What does Ona store when a patient signs a consent?
The wording exactly as it was sent, which boxes were ticked, the drawn signature with its strokes, the time, the IP address and browser, the patient's agreement to sign electronically, and a SHA-256 hash of the document. If the document doesn't match what was sent, the signature is refused.
Are electronic signatures on consent forms legally binding?
Before signing, every patient accepts an “I agree to sign electronically” statement, and Ona keeps the signature with the exact wording, the time and the device details. Whether a particular consent can be signed electronically depends on your state and the consent, so confirm with your counsel.
What happens if we update a consent template?
Your edits apply to consents you send afterwards. A consent that has already been sent keeps the wording it went out with, pending or signed, so you can always see exactly what the patient agreed to. Ona doesn't keep a version history of the template itself.
Can a patient sign a consent in the office?
Yes. Open the patient's Consents, choose Add consents, pick one consent and select Sign on this device. Hand over the device; a handoff screen asks the patient to give it back when they're done. It works one consent at a time.
Do patients need a portal account to sign a consent?
No. A consent link opens in any browser without signing in and works once. It expires after two weeks, and resending one makes the old link stop working. Patients with a portal login also find pending consents in the portal.
How do consents work for minors?
Add a parent or legal guardian under Guardians & Family on the child's chart. They sign from their own patient portal while acting for the child, and the signed consent is stored on the child's chart. For a patient under 18, guardian access ends on their 18th birthday.
How do I find and export a signed consent?
Open the patient's chart, then Consents. From a signed consent you can export or print the PDF or fax it. There's no practice-wide consent search today; the Intake completion report in Reports shows how many consents were sent and signed, by template.
Ready when you are
Consent on file before the visit starts.
Bring a consent PDF you use today to a demo and see it imported, sent and signed.