Before uploading scanned consent forms, please first read our article titled: "Recommendations on Scanning Consent Forms for Best Upload Results".
After you have scanned your client's signed consent form(s):
1. Click Clients in the left navigation menu.
2. Search for your client's name under the client list.
3. Once you are on your client's page select Options located on the right side of the client page. and then click Consents.
6. Click the Upload Signed Consent button.
7. In the pop-up window, browse for and select the scanned file from your computer. Click Upload when done. Please only upload one consent form at a time.
Good job! You have completed the steps necessary to upload consent forms signed on paper.
If you have questions or feedback, please feel free to reach out to us at [email protected].