Digital consent forms streamline the consent process, reduce paper, and maintain a clear record of patient authorization for treatments and data use.

MyDentalPractice supports several consent form types:

Form Type	Purpose
Treatment Consent	Authorization for a specific dental procedure
General Consent	Broad consent for routine care
Medical History Consent	Permission to collect and store health data
Photography Consent	Permission to take clinical photos
Data Processing Consent	NDPR compliance for personal data handling

Go to Settings → Templates → Consent Forms

Click + Create Template

Choose a template type or start blank

Use the editor to add:

- Title and description

- Consent text with legal language

- Checkboxes for specific items (e.g., "I consent to X-ray imaging")

- Signature field

- Date field

Click Save Template

In the Office

Open the patient record

Click Consent Forms tab

Click + Request Consent

Select the form template

Hand the device to the patient or display on a tablet

Patient reads the form, checks required boxes, and signs digitally

The signed form is stored in the patient's Documents tab

Via Patient Portal

From the consent forms list, click Send via Portal

The patient receives a notification to review and sign the form online

Signed forms appear in the patient record automatically

Before Treatment

Configure mandatory consent at Settings → Treatments:

Edit a treatment type

Toggle Require Consent Before Treatment

Select which consent form template to use

The system will prompt for consent before marking the appointment as "In Progress"

Managing Signed Forms

View all consent forms for a patient in their Consent Forms tab:

Signed forms are marked with a green checkmark and timestamp

Pending forms show as orange

Expired forms (if set to expire) show as red

Click any form to view the full signed document

Set consent forms to expire after a period:

Annual renewal for general consent

Per-procedure for treatment consent

The system alerts you when a consent is about to expire

Exporting and Printing

Click Print on any signed form to generate a PDF

Click Export All to download all consent forms for a patient as a ZIP file

For patient registration, see Adding Patients. For document management, see Document Upload.

How to Manage Patient Consent Forms