Please note, that Consents may not be currently available to your practice. To learn how you may enable Consents, please contact your Account Manager.
To review/edit/publish consents, log onto dashboard.touchmd.com, select “Legal”, and choose the desired consent. Note: to add and manage consents to TouchMD, the user will need the “Legal” access role. Select the following link to learn how to manage provider and staff access roles: https://help.touchmd.com/topics/adding-staff-accounts-and-setting-staff-security-roles/
It may be necessary to alter previously composed consents with updated actions such as; replacing a required Text Box action with an optional Text Box action, or a required Select One action with an optional Select One action, or a Select (On Assign) action to a Provider (On Assign) action, etc… Here is a tip to help you make it happen smoothly.
- Go to dashboard.touchmd.com
- Enter your TouchMD username and password, select “Sign In”
- Select “Legal”
- Select the desired consent
- Determine the action to replace (i.e., “[TextBox]”) and search for the action (for example, search: textbox)
How do I search a consent for a specific action?To quickly search the consent for the action, on your keyboard type “Ctrl” + “F” for a PC or “command” + “F” on a Mac. This will produce a search result displaying all instances where the action (i.e., “[TextBox]”) is found within the consent. Note the count of the action instances found throughout the consent. This will help you keep track of all of the actions that may need to be adjusted. Also note that each instance of the action (i.e., “[TextBox]”) will be highlighted, making it easier for you to find the actions that may need to be replaced. NOTE: The search functionality seen here is not a function of TouchMD, but is a function built into your web browser to allow searching. If issues arise, TouchMD will not be able to fix them.
- Replace the undesired action (i.e., “[TextBox]”) with the desired action (i.e., “[TextBoxOptional]”). (Option 1: place your cursor next to or on the action. Option 2: highlight the action including the brackets) & select “Save Changes”
Frequently Replaced Actions:
[TextBox] to [TextBoxOptional]
Option 1: Place your cursor next to or on the action “[TextBox]” and select the “Text Box (Optional)” button
Option 2: Highlight the action “[TextBox]” including the brackets and select the “Text Box (Optional)” button
[SelectOne] to [SelectOneOptional]
Option 1: Place your cursor next to or on the action “[SelectOne]”, select the “Select One (Optional)” button, confirm the options and select “Ok”
Option 2: Highlight the action “[SelectOne]” including the brackets, select the “Select One (Optional)” button, confirm the options and select “Ok”
{{SelectOnAssign}} to {{ProviderOnAssign}}
Highlight “{{SelectOnAssign|Example Title|Option 1 (provider’s name)|Option 2 (provider’s name)|Option 3 (provider’s name)}}”, select “Backspace” or “Delete” on your keyboard and select the “Provider (On Assign)” button.
