9.7.2. Email High-Risk Waivers

❌ Important: To use high-risk waiver tools, your clinic must be using Patient Flow. Learn how to set up high-risk waivers here.

HQ automates the process of collecting high-risk waivers. You can:

• Send the waiver by email for the owner to accept or decline, or
• Perform a verbal waiver instead (see separate guide).

Each waiver includes the specific reasons for its request.

Steps to Issue an Email High-Risk Waiver

1. Go to Patient Flow > Exam & Premed.
2. In the Exam column, click Normal.

• This button is the path to everything related to the exam.

#_ Scroll down to the Exam section, then click Request High-Risk Waiver.

1. Select the reason(s) for the waiver.

• If you select Other, a text box will appear to specify findings.
• When finished, click Done.

#_ The patient will now appear under the HRW tab in Patient Flow.

• The selected reason(s) display under the patient’s name and are highlighted in yellow in the Action column.

#_ In the Action column, click Email.

• Ensure the owner has an email address on file.
• If no email is available, consider using a verbal high-risk waiver instead.

#_ The client receives the waiver by email:

• To accept, they sign the waiver electronically.
• To decline, they click Options > Decline to Sign.

Customization

• Your clinic sets up High-Risk Waiver Reasons in Settings > Medical Notes. These are highly customizable.
• Download our suggested waiver template in Microsoft Word, then add your logo and clinic name.

What Happens After the Owner Responds

If Accepted:

• The HRW tag turns green in all places.
• A copy of the waiver is uploaded automatically to the patient’s Documents.
• The patient is removed from the HRW screen.

If Declined:

• The HRW tag turns red.
• The surgery is automatically declined.
• HQ records the reason as Owner declined the High-Risk Waiver.