Getting forms signed in clinic

Patients do not always complete forms at home. When someone arrives with an outstanding consent or medical history, you can get it signed on the spot; no patient login or email is needed.

A form you have already sent

1. Open the patient's record and go to Forms & documents.
2. On a form that is still open, choose Sign in clinic. If its link has expired or the request was cancelled, create a fresh request first.
3. Choose how to hand it over: Open on this device opens the form in a new tab so you can pass a tablet or reception device to the patient, or the patient can scan the QR code with their phone camera and sign on their own phone.

A new form, signed on the day

1. On the patient's record choose Send a form and pick the form.
2. Choose Sign in clinic as the delivery option. No email is sent.
3. The next screen gives you the same choices: open on this device, QR code, or copy the link.

Read the medical history at the chairside

With clinical access, open an appointment in the calendar and press Medical history. The same button is at the top of the patient's Clinical tab and in the treatment or visit map header.

This opens the most recently completed full medical history on an active template, including imported questionnaires. It uses the completion date, not the date the form was sent, and skips Confirmation of No Changes forms.

The Answered yes card lists Yes answers to Yes / No questions and any details the patient supplied. It summarises answers without making a clinical judgement. Every question and answer follows underneath, using the form version the patient completed. The summary covers Yes / No questions only, so always read the full answers below. When a completed short form exists, its answers are read and logged separately. An explicit Yes to the no-changes question shows Confirmed no changes on with the date. A No or blank answer shows a prominent Changes reported on card above the questionnaire, with the patient's change details and a link to Read the short form. If no details were supplied, the card says so. Opening each form's answers is recorded in the clinical access log.

If there is no completed full questionnaire on an active form template, you will see No medical history on file. Choose See all forms to check completed forms on earlier or archived templates, or Documents to check for an imported history. Send a form opens the existing send screen without sending anything; choose a form and delivery option there.

The drawer's outstanding badge covers this visit plus forms with no appointment attached. Forms for other bookings are shown separately underneath.

Good practice

• The QR code is usually the smoothest option: the patient signs on their own phone and never needs to hold a clinic device.
• If you hand over a clinic device, hand it over with the form already open, and take it back when they finish. Keep other patient records and staff pages out of view on the shared device.
• The signed form lands on the patient's record immediately, exactly as if they had completed it at home.