Forms & consents
Building, sending and completing forms and consents.
7 guides65 min in all
Videos
Guides
Building formsCreate form templates, import starting points, add questions and conditional sections, and send forms for patients or a parent or guardian to complete and sign.11 minBuilding self-scoring screening formsTurn a form into a screener by assigning point values, severity bands and risk flags. Send the form to a patient or complete it in person, then review the score after submission.8 minBuilding consent formsCreate consent templates with formatted text and checkboxes, browse ready-made templates from the library, use AI to draft from a blank page or PDF, and send consents for patient signature.12 minImporting form templatesImport form and screening form templates from the library, and preview a template before copying it into your organization.4 minSending forms and consents to patientsSend forms and consents to patients, schedule form sends, fill a form in the clinic, resend links, cancel scheduled forms, and share one-time completion links when a patient cannot be notified.11 minCompleting forms and consents in the clinicAdd forms to a patient, choose whether the patient completes a form in person or by secure link, and manage pending, scheduled and submitted forms from the patient chart. Secure links for forms and consents ask for the patient's date of birth before they open.10 minChoosing between forms and interviewsUnderstand when to use a form, a screening form, an interview, or a consent to collect patient input in Ona.9 min
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