Consent

The Consent tab records the participant’s consent (for example, consent to collect, use and share their information). You can collect it by e-signature or log one already signed on paper.

Two ways to capture consent

• Send for e-signature: generates the consent form, emails it to the participant (or their representative) and your provider signatory via our e-signature tool, and marks it signed automatically once both have signed.
• Record signed consent: log consent that was signed outside the app. Enter the Date signed (required) and optionally upload a scan of the signed form.

Who signs for the participant

• Participant: the signing email goes to the participant’s own email. If they have no email on file, you will be told.
• Authorised representative: a guardian or nominee signs instead. Enter their Name (required), Relationship (optional) and Email (required).

Provider signatory

Choose a worker in your organisation (one who has an email) to sign on behalf of the workspace.

Consent form content (e-signature)

Before sending, you can tailor the document: untick a section to leave it out, or edit its wording. The Consent to Share Information section has a Named parties field, where you list people (comma-separated, for example a plan manager or GP) and they are added as bullet points in the form.

Sending

The participant (or representative) and the provider signatory both need an email, or you will see “Missing before sending” listing what is needed. Select Send for signatures. The status moves to Sent for signing, then to Consent signed automatically once both have signed.