Manage patient consents
Versioned consent templates, who has signed which version, and how to require a re-sign after a policy 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
Telehealth consent · v3
Per visit · virtual
HIPAA Notice of Privacy Practices · v2
Once · portal activation
Financial responsibility · v4
Re-sign required
Establishment → Consents. Each template has a name, body (markdown), required-by rule (per visit type, per service, or one-time on portal activation), and a version number. Editing publishes a new version automatically — old versions stay for the audit trail. The coverage report shows what fraction of your panel is on the current version of each consent.
Collecting a signature
Patients see required consents at portal activation, before check-in for relevant visit types, or whenever a new version drops. They sign in the portal; in-room signing is supported for paper-driven moments — staff hands the patient a tablet logged into a check-in kiosk.
Auditing what was signed
Patient chart → Consents shows every signed version with timestamp, IP, signature image, and the exact body the patient saw. Run an establishment-wide report under Establishment → Consents → Coverage to see who is missing a current version.
Requiring a re-sign
When you publish a major revision (e.g. a privacy policy update with new scope), tap Require re-sign. Patients with a current signature see a banner the next time they open the portal asking them to review and re-sign before they can do anything else.
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 run a quarterly access review.
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.