Skip to content
Vital LinkVital LinkVital Link Help

Capture informed consent

Informed consent for a Procedure is collected during an open Encounter. Independent Providers do this in the Independent Portal. Organization providers and IPS staff use the Organization Portal. This page covers how the signature reaches the request — not how you fill the rest of the clinical form.

Open the Encounter, then Consent requests. Pick a template. Prepare that PDF first if you manage templates — see Upload consent templates. Targets lists the catalog services this consent applies to. Then choose how they sign:

Consent requests

Targets

General medicine

How will they sign?

Pick one method. Signing on a phone, drawing a signature, and uploading a paper scan are alternatives.

Capture on this computer

Section titled “Capture on this computer”
  1. Confirm the locked patient name, document type, and document number match the person in front of you. Those values come from the patient profile and cannot be edited here.
  2. Choose who signs (patient, patient and Representative Signer, or Representative Signer for the patient).
  3. If a Representative Signer signs, fill the same document type and document number fields as on the patient identity form. Kinship uses the same list as consultation history (Parents, Siblings, and the rest). Capacity is their legal standing (legal representative, tutor, or guardian).
  4. Draw the signature(s) and save.
Section titled “Print and upload a paper scan”

When that path is offered:

  1. Download the printable PDF.
  2. Collect the wet signature on paper.
  3. Drop the signed scan onto the upload area, or click it to choose a PDF, PNG, or JPEG.
  4. Attest that the scan is complete and legible, then upload it.

Uploading a scan does not digitally authenticate the person who signed in ink.

Sign on a phone (one QR)

Section titled “Sign on a phone (one QR)”

Use Sign on phone when the patient should sign on a phone, or when a clinician supervises a signature on a provider-authenticated phone.

The phone shows this choice after the scan:

Continue on this phone

Patient phones sign in to the Patient Portal. A provider phone captures a supervised signature and requires attestation. This does not authenticate the patient.

  1. Generate the QR from the Encounter consent workspace. There is one code, not a patient QR and a provider QR.
  2. The phone shows Continue on this phone.
  3. The person holding the phone picks:
    • Patient Portal phone — the patient signs in to the Patient Portal.
    • Provider-authenticated phone — you (or another supervising provider) capture a supervised signature. This does not authenticate the patient. Attestation is required.
  4. The phone shows Done. You can close this page. Wait on the desktop until the request shows as signed.

Codes expire in 15 minutes. Use Generate a new code after expiry, a used code, or a wrong choice on the phone.

Staff

Section titled “Staff”

Staff and Independent Providers with consent permission use the same Sign on phone QR. They do not need a second code.

Section titled “Related”