Overview
Procedure-based consent form automation ensures that patients receive the appropriate consent forms for specific procedures. When an appointment is scheduled with a procedure code, the designated forms are automatically sent to the patient’s queue on the day of the appointment.
This feature simplifies the process of managing consent forms, saving time and reducing manual effort.
How to Set Up Procedure-Based Consent Form Automation
Step 1: Access the Automation Settings
Navigate to Paperless Forms > Forms Automation > Procedure-Based Automation.
Click on Add New to create a new automation rule.
Step 2: Configure the Automation
Add a Label: Enter a descriptive name for your automation rule to help identify its purpose.
Select Procedure Code(s): Choose the specific procedure code(s) for which this automation will apply.
Attach Consent Forms: Select all the consent forms that should be sent to the patient’s queue for appointments associated with the chosen procedure code.
Step 3: Save Your Settings
Click Save to activate the automation.