Consent workflow guide
Keep signed patient documents attached to the visit and treatment they support.
Electronic signatures are most useful when the document, signer, status and completed copy remain tied to the patient record.
Quick answer: Electronic signatures are most useful when the document, signer, status and completed copy remain tied to the patient record.
Use the right document for the workflow
Select the correct consent, acknowledgment or agreement based on treatment or practice policy.
Track sent, viewed and signed status
Staff should be able to see whether a document is still waiting on the patient without searching email.
Preserve the completed copy
The signed document should be stored with the patient and remain accessible to authorized staff.
Connect document completion to readiness
Where appropriate, missing consent should appear as part of the appointment or treatment readiness workflow.
Frequently asked questions
What should dental e-signature software track?
Document type, patient or signer, sent date, status, completed signature and final document.
Should signed consents stay in the patient record?
Yes, authorized staff should be able to retrieve the completed document from the patient history.