Create a consent or service agreement form

Getting patient consent is a key part of providing care. With Halaxy, you can create digital consent forms that make this process quick and easy. Whether it's for treatment, telehealth, or agreement to terms of service, you can customise forms to suit your practice and have patients complete them online, even on their mobile device.

In Halaxy, consent forms are created as a clinical note template and sent via the patient forms feature - whether as part of your practice's intake form or as a standalone form. Consent can be captured by requiring the patient to tick a checkbox or adding their signature. Co-sign consent allows practitioners to sign the same form after the patient has provided their consent.

When the patient submits the form, a timestamp shows exactly when the patient gave their consent. The completed form is also saved in their clinical notes.

Set up a patient consent or agreement form

Step 1: Create the form as a clinical note template
1. Click Settings > Clinical.
2. On the top right, click New Template.
3. In the modal, under Create New, click New notes template.
4. In the template editor, enter the content of your consent message - see an example below. (Your content can be as short or as long as you need it.)
5. Click Save.
Tip

Automatically personalise your consent or agreement forms for every patient by using dynamic terms.
Step 2: Add your consent form template to a patient form

Your consent form can be part of an intake form or it can be a standalone form.
1. Click Settings > General.
2. Under the section Template Settings, next to Patient forms, click the pencil icon.
3. If you are adding the consent form to an existing form, click the form in the list. If you want to send the consent form by itself, click Add Form in the top right.
4. Under the Manage Templates section, click Add Template and select the note template you created as your consent form.
5. For Consent Type, select how you want to capture your patient's consent or agreement.
  - Checkbox: Displays a checkbox for the patient to tick at the start of the consent text. (Recommended for short consent terms - e.g. I agree to the terms)
  - Signature: Displays a signature box for the patient to sign or upload their signature at the bottom of the form.
  - Co-sign: Similar to Signature, but after the patient signs, the practitioner must also sign the form.
6. (Optional) Enable the Required toggle switch to make consent required. If this checkbox is ticked, patients cannot submit the form without providing consent. (Note: Co-sign consent is always required by default.)
7. (Optional) If you are sending a standalone consent form, switch off all the other sections in the form.
8. Click Save.
Your consent form is ready for sending. For standalone consent forms, you can send them the same way you send patient forms, which can also be automated.

If you selected the checkbox consent type, the form automatically includes a checkbox labelled "I accept the terms listed above".

If you selected the signature or co-sign consent type, the form includes an area for patients to sign using their mouse or touch device. There is also a textbox for patients to enter their name.