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Client Consent Forms

Send, manage, and store client consent forms electronically, with responses saved to patient history or imported into SOAPs.

Updated over 3 weeks ago

Purpose

Client consent forms in Shepherd can be sent electronically for clients to complete, with responses stored in the patient’s history or imported into an active SOAP. They can also be used internally for records such as dental charts and anesthesia logs. This makes it easy to manage forms efficiently while keeping patient documentation organized and accessible.

Take a Look

Ways to Send Consent Forms

You can send consent forms in three ways:

  • From the Forms Center

  • From a client or patient profile

  • Automatically, based on appointment type

Sending from the Forms Center

  1. Select Forms from the main menu.

  2. Locate the form you want to send.

  3. Click the Actions icon (three dots) and select Send.

  4. Search for and select the client (and patient, if applicable).

    • If the form is client-specific (e.g., new client form), you don’t need to select a patient.

  5. Choose how to send the form:

    • Email sends it directly to the client.

    • Copy Link lets you:

      • Send via text in the Message Center, or

      • Open on a clinic device for in-house completion.

Sending from a Client or Patient Profile

  1. Open the client or patient profile.

  2. Navigate to the Forms tab.

  3. Click Send Form.

  4. Select the desired form template.

  5. Assign a patient if relevant.

  6. Choose whether to email or copy a link, just like in the Forms Center.

Automatically Sending Forms for Appointments

You can link specific forms to appointment types so they send automatically when that appointment is scheduled.

  1. Open the form template.

  2. Choose the appointment types that should trigger the form.

  3. When a matching appointment is scheduled, the form is sent automatically.

You can turn off automatic sending for individual appointments by toggling off Send forms via email in the appointment details.

Form Responses

  • Once sent, forms show as Pending under the Forms section in the client or patient profile and in the Responses tab of the Forms Center.

  • After the client completes the form, the status updates to Complete.

  • Clients receive a completed copy of their form via email after submission.

Adding a Form to Patient History

To add a completed form to the patient history:

  1. Open the Forms tab from the client or patient profile.

  2. Select the Actions icon.

  3. Choose Import Form Response.

  4. Decide where to store the form:

    • General patient history, or

    • An active SOAP (if the information applies to that visit).

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