Creating & Editing Consent Forms Using Rich Text Editor

Consent forms are used for events such as surgical procedures or for clients new to your practice. PetDesk Forms offers an entirely customizable form experience, or you can build on a standard consent form and edit it to your heart's content. 
 

Creating Consent Forms using the Rich Text (RT) Editor

Video walkthrough on how to use the Rich Text (RT) Editor to build consent forms, or view the steps below. 

 

New Consent Form

From your PetDesk Forms Dashboard, click on Form Templates on the upper right corner. 

Then, select the green Create New button under the Consent Forms heading. 

Start with creating a Form Name and then select the Form Type - the type selected will be the editor used to create the consent form. You can add and edit fields in either version.

These steps are for the Rich Text Template type. Steps on using the PDF Editor can be found here. 

Consent / Agreement Form Editor

• Form Name: edit the form name in this open text box
• Enable e-Signature**: adds an e-signature field to the bottom of the consent form; when enabled, the signature is required by default
• Enable e-Signature - Customize: allows you to add a Signee Title (the title of the person who should be signing the form, like Client, Pet Parent) and/or an additional note or instructions above the signature line
  Note: The Forms system will add the word "Signature" after the custom "Signee Title," so you do not need to add this yourself
• Make Signature Optional: If Enable e-Signature is checked, check this box so the signature is not required - useful if you need a live signature
• Enable Provider e-Signature: useful for specialists if they also need to sign off on a consent form before a procedure
• Enable Assistant  e-Signature (Witness): allows for secondary signatures, in cases where someone needs to sign a consent form as a witness
• Disable Form Header: removes any branding from this consent form
• Access Control: gives you control over who shares or edits this consent form
• Editor Controls: see standard controls for editing the rich text format for alignments, spacing, font, bullet points, inserting images, links, or tables, breaks, and more!

**E-signatures are viewable on the Consent Form when it is completed and returned: 

Note: the client signature seen above is a typed version. The client may elect to sign with a free-form signature using a mouse, pen, stylus, or finger (depending on the device they are using). The typed version is also legal and will hold up in court based on the intent to sign and the signature attribution.

 

Click on the Certificate link on a submitted e-signature to view the Signature Certificate, which contains the signer's name, date, and time signed, and IP address.

 

Form Content

• Insert Field: a powerful feature that connects consent to your mapping and client information
• Insert Form: allows you to build a form in the standard form builder, insert it into the rich text area, and then add additional fields or details
• Placeholders: valuable if you intend to send forms from the PetDesk Forms Dashboard, but will not work as intended for a URL version of the form. This tag pulls in that information and enables personalization
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Consent Form Editing and Creation

For the following example, we'll use a basic AVMA consent form as the basis. 

Example in the Editor

Step 1: Paste the content into the editor

Step 2: Replace any lines that cannot be typed into with the Insert Field function

Step 3: Define the text box. In this example, the width of the text box is expanded from 100px to 400px, and this field is mapped to First Name.

Step 4 and Beyond: Repeat, adding fields as necessary for your consent form 

View related articles: 

• Creating and Editing Consent Forms Using PDF Editor
• Additional Features for Creating and Editing Consent Forms
• Required Factors to Make E-Signatures Legally Binding