From your Medchart account, you can now bulk request e-signatures from clients and check on the status of consent forms!
1) Under Quick Access, click on "Consents":
2) To filter for clients who have NOT been requested to sign consent forms electronically:
- Select the Status of your consent forms;
- Then the Form Type (multiple can be selected);
- Lastly, click "Search"
This will populate the table below to display all clients who have been sent an email to sign the consent forms electronically.
3) Select the clients that require a request using the checkbox column and click on "Request e-signature".
4) You will receive a notice that confirms that it might take up to 24h for all clients selected to receive the email. To continue, click on "Send e-signature requests".
5) Once requested, a green notification banner will appear. Once the client(s) have signed the consent forms, you will receive an email notification.