Forms & consents

Building, sending and completing forms and consents.

7 articles

Building formsCreate form templates, import starting points, add questions and conditional sections, and send forms for patients to complete and sign.7 min read

Building 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.6 min read

Building consent formsCreate consent templates with formatted text and checkboxes, import templates from the library or a PDF, and send consents for patient signature.9 min read

Importing form templatesImport form and screening form templates from the library, or turn an existing PDF into a draft template that you can review and edit.4 min read

Sending 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.6 min read

Completing 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 do not require patient sign-in.7 min read

Choosing between forms and interviewsUnderstand when to use a form, a screening form, an interview, or a consent to collect patient input in Ona.6 min read

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