How to set up CompanyOn e-consent templates

How to Access Consent Templates

1. Click on your profile photo (or initials) in the top right corner of the screen.

2. Select "Templates" from the dropdown menu. The Templates dashboard will open with two tabs: Form Builder and Template Library.

How to Create a Consent Form from Scratch

1. Click on the "Form Builder" tab.

2. Click "Create Dynamic Form".

3. Build your form: 

   • Drag and drop components from the right side into the blank template area on the left

   • Click on each component to customize the information inside it

   • Add or remove fields as needed

4. Label your form.

5. Click "Save".

How to Add a Consent Form from the Template Library

1. Click on the "Template Library" tab.

2. Browse or search for the consent form you want to use.

3. Click the "+" icon on the right side of the template row to add it to your Form Builder.

4. Click on the "Form Builder" tab.

5. Find the template you just added and click the pencil icon to customize it.

6. Make your changes and click "Save".

How to Use a Consent Form During Care

1. In the left sidebar, click the people icon to open the Clients module.

2. Click on the client's name to open their timeline.

3. Click the "Add New Entry" button at the top right of the timeline.

4. Select the consent form you want to use.

5. Complete the form with the client.

6. Click "Save".