Document Markup allows a Clinical Reviewer to make corrections or changes to an in-progress document in the case of a patient and/or partner error. If a correction is made, all signers are required to initial next to the change. This feature can eliminate the need to void forms that were completed incorrectly.
Markup also allows a Clinical Reviewer to leave a note for the patient/partner detailing why the change was made. All signers must also initial next to the note to acknowledge that they read it.
See below for a detailed example of how markup can be used on a consent form where a patient and partner's selections do not match.
1. The Clinical Reviewer notices an error in the patient and partner selection when reviewing the form and can then enable the Markup feature using the drop down menu in the top left corner 'Other Actions'.
2. The Clinical Reviewer now has the ability to change the patient and/or partner’s selections. The Clinical Reviewer must initial next to their change.
3. The Clinical Reviewer also has the option to leave notes for the patient and partner using the ‘Mark Up’ button on the left-hand side. If a note is left, the Clinical Reviewer must also initial next to the note.
4. The form is then sent back to the patient and partner to acknowledge the changes. Patients and partners must also initial next to any text box added by the Clinical Reviewer.
Patient Signing View
Partner Signing View
5. The document is then marked as complete and a PDF is sent to all signers.
