– Customize your forms by creating and saving the text in Word format or WordPad first. You will be copying and pasting the formatted content into TDO.
– It is recommended to keep a copy for printing when needed.
– To create a new form, go to Setup, Program Setup, Policy and Consents, and select Categories.
– Use a new line for each new form or use an existing form.
– Type the name of the new form.
– Please select if the Consent is per patient or per tooth, the expiration time, and if the consent form is required or not.
– The required option is for basic forms the patient signs before a consult.
– Consent for RCT or Surgery can be signed after.
– Some users prefer the RCT form to be required.
– This option’s main function is an icon in the calendar showing if required forms are signed.
– Close the window to save your changes.
– Once the new category is created, go to setup, program setup, Policies/Consent, and select text.
– From the dropdown, select the consent form you want to update, select and delete the existing content, open your Word doc.
– Copy and paste the already formatted document from Microsoft Word or WordPad into the text area.
– Make sure you don’t include the signature and date area.
– The signature will be digital.
– The font is a substantial size, font size and up.
– Click save at the top right of the window.
– Confirm your change and close the window.
– If you make any changes to an existing consent form and click “save,” there will be a pop-up stating “Changing the text will cause previously signed forms to be displayed as not signed under Case Presentation/Policy Consent Management. Do you wish to continue?”
This simply means that if a patient signed the previous form, they will be prompted to sign the new updated form next time they are in the office.
The old signature will not be removed.