How to Setup or upload Consent forms?

Login as a Provider or Location Administrator. Click on Setup → Enc Setup

To add form templates, please create and upload an Adobe PDF form. Each text field must have a unique name. Signature fields should be created as text fields (not digital signature fields) and configured as “Hidden but printable.”

For naming conventions:

Patient signature fields should begin with psignature (e.g., psignature1, psignature2).
Witness signature fields should begin with wsignature (e.g., wsignature1, wsignature2).
Guardian or parent signature fields should begin with gsignature (e.g., gsignature1, gsignature2).

For all field names, please avoid using spaces or special characters. For example, use FirstName instead of First Name or First_Name. The PDF will not function correctly if spaces or special characters are included in field names.

Please provide unique name for each field.

Unless absolutely necessary, please avoid marking fields as mandatory in Adobe Form Maker. Marking too many required fields can frustrate patients, as leaving any required field blank will prevent the form from being submitted.

Sometimes, it may be more effective to phrase the question differently or use a dropdown or radio button instead of a required text field. This guides the patient to select an option rather than leaving the field blank.

For example, if the question is “Do you take drugs?” and the field is a mandatory text field, a patient who does not take drugs may leave it blank, which prevents form submission. Using a radio button or dropdown with options such as “Yes” or “No” ensures the patient can provide a response and complete the form without confusion.

You can also add a red asterisk to clearly indicate which fields are mandatory or required.

Here is the link to download Adobe Forms Software Form builder: Create online web forms | Adobe Acrobat for business

If you still need assistance creating fillable forms, please contact DocVilla support. This is a billable service, and the cost will depend on the complexity of the form, the number of fields, and the time and effort required. Please note that form creation costs can range from a few hundred dollars to several thousand dollars.

Detailed Steps to create Consent Forms using Adobe Form Maker:

When creating a form, please unselect “This document requires signatures” in Adobe. If you select this then Adobe will auto create signature fields that we do not want.

Click on Create Form
Add Text Field in the Signature field and name is psignature1

Add any other fields and then Save the PDF and proceed with uploading it on DocVilla setup screen.

You can also add fillable continuity care plan documents (CCD) or detailed intake forms in this section and sent it to the patient.

We can also create forms unique to your account for a small one-time fee. Please contact support.

Uploading consent forms in your EMR is an essential process to ensure proper documentation and compliance. Follow the steps below to complete the upload accurately:

Steps to Upload Consent Form in EMR:

Step 1: Navigate to the Setup Section

From the main dashboard, click on “Setup”.

Step 2: Access Encounter Setup

Select “Enc Setup” from the available options.

Step 3: Open the Consent Forms Section

Click on “Consent Forms” to access the consent form management area.

Step 4: Start Uploading

Click on “Upload” located near the My Forms section.

Step 5: Choose the File

Click “Choose File” and select the consent form file from your computer.

Step 6: Add a Description (Optional)

In the Description Box, provide a brief description of the form for easy identification.
Check the box if you would like the form to be sent automatically to the patient whenever a patient is added.

Step 7: Save the Form

Click on “Save” to upload and save the consent form in the EMR system.

These steps ensure that the consent forms are uploaded and recorded correctly in the EMR, supporting efficient management of patient documentation and compliance.