How to Write a Consent Form From the Client Card

Step 1: Access the Client Card

Start by logging into your Pabau account using your login credentials. Then, proceed to access the client card by either using the search bar at the top of the screen or locating your client from the Clients page.

Step 2: Navigate to the Create Button

Once you access the client card, proceed to navigate to the bottom right corner of the screen and click on the Create button, represented as a blue plus sign. This will reveal the actions you can take.

Step 3: Create a Consent Form

The option to create a consent form will be listed on the Create menu; click Consent Form to proceed.

Step 4: Select Template

When clicking this option, all consent form templates you've created in the system will be listed. Select your preferred template to continue.

Step 5: Complete Form

Now you can proceed to fill out all the necessary fields in the form. Ensure to click the "Save Form" button at the bottom of the screen to save the consent form to the client card.

The form will be stored under the Chart/EMR tab, on the "Forms" sub-tab.

By following these steps, you can easily create a consent form from the Client Card.