Adding Consent Forms to Your Facility

Adding Consent Forms to Your Facility

When a new patient books an appointment with your practice, they need to complete the patient intake paperwork and sign the consent forms. zHealthEHR provides you with three consent forms in the system which you can add to your facility easily.

Note: Automated sending of intake and consent forms are available with the Advanced Package. Customers with the Basic Package will be able to have their patients take the intake and consent forms when they arrive at the office. Please contact your Customer Success Specialist if you want to upgrade your Advance Package.

A. Adding Three Consent Forms that zHealth Offers

1. If you are already logged in, then skip to the step 1a. If you’re not, log in to your account at

a. Once you’re logged in, you will see your name at the top right corner.

b. Hover the cursor over to your name. A drop-down menu will open.

2. Click on the third option - Update Info - from the drop-down menu.

3. In the Update Info window, click on the first tab - Facility. Browse through the menu on the left side of the screen and click on the third option - Consent Forms.

4. You will see three consent forms already available in the Consent Form window:
  1. HIPAA Notice
  2. Informed Consent Appt
  3. Cancellation Policy

5. To add these consent forms to your account, click on the ‘+’ icon at the end of each form under the column ‘Add to Facility?’.

6. When you click the ‘+’ icon, a pop-up window will open asking you to confirm ‘Do you like to add the consent form to your facility?

Click ‘
Yes’ to add the consent form to your facility. Follow the same steps to add the remaining two consent forms.

B. Adding Your Own Consent Form to Your Facility

If your practice/facility offers multiple types of treatments and services like massage therapy, physical therapy, acupuncture, or other services, you can add a new consent form depending on the services you offer.

To add your own customized consent form to your facility other than the three consent forms zHealth offers, follow these steps:

1. On the Consent Forms section, there is a green colored button - ‘Add New Consent Form’. Click on it. A pop-up window will open.

2a. Enter the Form Name such as Physical Therapy Form.

b. Browse the PDF file of the Consent form from your desktop or tablet. (The consent form should be in PDF file format if you want to upload it on the zHealth Consent Forms section).

c. Click on ‘
Yes’ if you want to make it mandatory for patients to sign the consent form, otherwise click ‘No’.

d. From the drop-down, select
Patient Type. You can select ‘All’ or a particular patient type from the drop-down list.

e. Click ‘
Save’ to save the new consent form.

3a. Your new consent form will appear at the top of the list of consent forms added to your facility.

b. Use the view, edit, or delete options to view, edit, or delete the new consent form anytime.

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