NextAgency can help you quickly obtain the consent forms required by federal regulation. This article explains how to use workflows to automate this process.
The Consent Form field in Case records determines whether a Consent Form Workflow is implemented. (Click here for an article on setting up these workflows).
Setting the Consent Form Field on a Specific Case
1. Open a Case record. Click the Edit link in the Details section of the Summary tab.
2. In the Consent Form field, choose the appropriate option.
3. If 'Required (Consent to Contact)' or 'Required (Scope of Appointment/Permission to Contact)' is selected and you have at least one active consent form workflow, a new field labeled 'Send Form' will appear with the value of 'Consent Form'.
When the workflow is activated the appropriate consent form will be sent to your prospect or client. The Consent Form field will automatically update to Sent once the email is dispatched.
Setting the Consent Form Field on Multiple Cases
Select the checkbox next to each case record you wish to update. The Bulk Actions button will appear in the header. Choose Set Consent Form Status from the Bulk Actions drop-down menu
IMPORTANT NOTICE: Forms sent as interactive PDFs may be completed on your prospect or client's computers. They must print, sign, and return the PDF to you. Using PDF forms is free.
For more information or assistance, please contact our support team.