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, a new field labeled 'Send Form' will appear. Choose to send the Consent Form as an interactive PDF or in a Docusign packet which enables digital signatures. PDFs are sent for free; Docusign packets incur a fee (see below).
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
Where to Find the Completed Docusign Form
Once the user signs the Docusign form, both the sender and the recipient will receive an emailed copy of the completed document. Your copy of the completed forms will be available in the 'Files' tab, within the 'Consent Forms' folder of the signer's case record.
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.
Forms sent through Docusign may be completed and signed online. There is a $3.00 per Docusign packet fee to cover what Docusign charges NextAgency. A pop-up, shown below, will notify you of the estimated number of Docusign packages your bulk action will generate, helping you anticipate the associated cost.
For more information or assistance, please contact our support team.