Manage patient consents
Versioned consent templates, who has signed which version, and how patients are asked to sign again after a change.
- Updated
- Updated
- Reading time
- 5 min read
- Tags
- consentcompliance
Consents are versioned templates plus the patient signatures attached to them. The system answers two questions every audit asks: what did this patient agree to, and when.
Consent templates
Open Forms & templates → Consents. Each consent is a PDF document, either EnWella's starter document or one you upload, with the signature and other fields placed on it. A consent also has a title, a category (Clinical, Legal / HIPAA, Telehealth, Research or Financial), a status (Draft, Active or Archived) and a version label such as v1.0. Drafts are not shown to patients. Each consent's row shows how many patients signed it in the last 30 days. With no consents yet, the page offers Use template and Add document.
Collecting a signature
Patients sign consents themselves, in the intake wizard or on the Consents page of their patient portal, which lists what is waiting for their signature and keeps a signed copy they can open. A consent whose signature field has not been placed yet cannot be signed, so it is not requested from patients; its row on the Consents page says what is missing.
Auditing what was signed
Patient chart → Consents lists the consents awaiting the patient's signature and the ones they signed, each with its signing date and a link to the signed copy. There is no practice-wide report of who is missing a current version. Version history, in a consent's menu on the Consents page, shows how many patients hold a signature on the current version and on each earlier one; it counts them and does not name them.
Asking patients to sign again
There is no separate re-sign button: a new version is what asks for the signature again. On an active consent your practice wrote, choose Publish new version from its menu; on a consent that uses EnWella's document, choose Update to the newer version when one is available. Each asks you to confirm, and then everyone who signed the earlier version is asked to sign the current one. Changing the category of an active consent publishes a new version too, while renaming it does not. Signatures already collected stay in the patient's record.
Was this article helpful?
Keep reading
Build intake and consent forms
Create digital intake and consent forms patients fill before the visit — branching, signatures, attached to a visit type.
Audit log and access reviews
What is logged, where to read it, and how to review who has access.
Auto insurance verification at intake
How EnWella runs eligibility checks the night before every visit, what the badges mean, and what happens when coverage looks wrong.