Consent Form Compliance Report

Quickly verify consent form compliance and request updated signatures.

Follow the steps below to run a Consent Form Compliance Report:

  1. Go to Reports.
  2. Click Consent Form Compliance Report.
  3. Select the consent form, status, and last signature date range.
  4. Customize report by adding patient filters:
    • User Status
    • Surveys taken
    • Appointments
    • Diagnoses
    • Enrolled in monitoring
  5. Click Run Report.
  6. Click Send Request to request an updated signature or click Bulk Send for Signature to send a request to all outdated patients at once.

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