9.1.3. Deleting, Resending Consent Forms

Occasionally, you may need to delete, resend, or otherwise adjust a consent form.

Resending a Consent Form (Incorrect Email Address)

If a client’s email address was entered incorrectly, the consent form won’t reach them. To resend it:

1. Correct the email address in the client’s record.
2. Go to the appointment and open Documents.
3. Click More Options → Resend.

• You’ll be prompted to delete the previous consent form and issue a new one.

Shortcut: You can also click on any green Consent button and select Resend—this does the same thing.

The system will then send a new consent form to the updated email address.