Intake & Consent

A signed document is what the patient saw.

Not what the template says today. The wording, the values merged into it and every initial are frozen at signature, so a clause reworded tomorrow cannot reach backwards into a document somebody already signed.

Frozen at signature

Per clause, with a timestamp on each.

Forty initials with forty timestamps answer a question a single signature image cannot: what did this patient actually acknowledge, and when.

Each mark is its own row, written once and never updated. A correction is a new document rather than an edit, because a consent edited after signature has destroyed the only thing it was for.

A RootLogic consent document with per-clause initials, frozen at signature
An informed-consent document, rendered the same on screen and on paper. Demonstration data.

None of these facts implies another.

A document that was sent is a claim that a send returned. It is not a claim that anybody received it, opened it, read it or signed it. Each of those is recorded on its own, and staff see them on their own.

RecordedHow it is held
Each initialIts own row and its own timestamp, in the order the patient made them.
Each election between techniquesThe option chosen, timestamped the same way an initial is.
Every mark, not only the signatureIP address and browser captured per mark, because a document is contested as a whole rather than one line at a time.
The wordingThe rendered document is stored with the signature and never re-rendered from the template.
The values merged into itHeld beside the wording, so a name or a date corrected later cannot rewrite what was signed.
The template versionStamped on the document, so which wording a patient signed is answerable from the document itself.
Opened, completed, voidedThree separate timestamps. A voided document keeps the reason it was voided and stays readable.

Editable where it should be, fixed where it must be.

Reword a clause and only that clause changes. Everything you leave alone keeps following the standard wording, and keeps improving when the standard does.

  • An override changes a clause's text. It cannot change the clause's key, its type or its position in the document.
  • It cannot add a clause and it cannot remove one, so a risk disclosure is not deletable through a text box.
  • A merge token with no value renders as a visible gap, never as a blank line somebody signs straight past.
  • Overrides are resolved when a document is issued. The next patient signs the new wording and the last one keeps theirs.

The patient is not always the only signature.

Patient

Signs through a single-use link that expires. No app, no account, no password.

Witness

A witness block is part of the document rather than a note about it, and carries its own timestamp.

Physician

A countersignature, and the fields a physician completes in the room, are blocks on the same document.

Intake lands on the record as fields, not as a PDF.

What the patient said is kept verbatim and append-only, forever. The current value is written onto the record beside it. So when staff correct a medication or a date later, both facts survive and the record can say which is which.

A skipped question writes nothing at all, which is what stops an intake from blanking something a coordinator typed.

  • The provider opens the visit with a composed brief rather than a transcript. It is assembled from the answers, deterministically, with no model behind it.
  • A flag is a fact the record holds, never an absence. "No nicotine" prints only where the question was actually asked and answered.
  • Ten hair questions, taken from a working hair-restoration intake. Adding a specialty is rows in a table, not a rebuilt form.
  • The patient can stop halfway and come back. Answers autosave against the link.
  • Outstanding intake separates never opened from opened and abandoned, because one is a message that may not have arrived and the other is a patient who started.

Two things this page will not imply.

A coordinator issues each link from the record. Sending intake automatically by service type, and chasing anything unsigned on a schedule, are not built.

Consent documents run on the demonstration tenant. The database refuses a template or a signed document to a practice until our own agreement covering patient data is in place, which is a fence in the schema rather than a policy in a document. Timing to be confirmed.

Asked by every practice that has been burned once.

What happens when we change a consent template?
The next patient signs the new version. Everyone who already signed keeps the version they signed, and both stay retrievable.
Can patients fill out intake on their phone?
Yes. It is a link, with no app and no account. It expires, it is good for one use, and it autosaves as they go.
Can a patient sign in the office?
The same link opens on any device, so a tablet at the desk works. There is no separate in-office mode to configure.
Do you provide the consent wording?
One hair surgical consent ships today and your practice rewords it clause by clause. Your counsel reviews your final wording before anything is issued.
What if we leave?
Every issued document prints to a PDF that matches what the patient saw, running header and page breaks included. See Your data.
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