Important: This feature is only available to Admins. If you are not an EngagedMD administrator, an existing administrator at your clinic can grant you access. Please contact EngagedMD Support with questions.
Configuration
1. Now that you’ve uploaded your consent and chosen your specific preferences, it is time to configure the consent form. At any time, you can open and modify the consent forms by clicking the “Configure Form” button, and then “Edit Documents and Tags”.
From the drop-down menu in the top left corner of your screen, select who should be tagged.
For example, in any place where you want a patient to sign, it must be tagged as ‘patient’ before assigning a signature field.
2. Use the menu on the left side of the screen to drag and drop signatures, initials, name, or date signed as needed.
You can adjust the size of the signature buttons by clicking and dragging the small rectangle to the left of the ‘Sign Here’ button.
3. When adding a signer’s name or the date signed, the data field will simply read ‘Full Name’ or ‘Date Signed’ while you configure the consent. When a signer clicks on their email link to sign the consent form, DocuSign will automatically populate these fields with their name and the date from the EngagedMD record.