Tutorial: How to Make a Consent Form

The following article is intended to serve as a template in how to properly create simple Informed Consent forms from scratch. Further explanation of the creation of Forms and Form Question types will be referenced. 

Table of Contents

Step One: Open the Form Builder

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  1. To access the Form Builder, open the YAPi Dashboard.

  2. Click the Setup and Manage icon 2019-09-03_11-44-13.png at the top of the YAPI Dashboard and click the Manage Documents and Templates option from the dropdown.

  3. When prompted for a password, the password by default should be set as "password" all lower case. 

  4. Within the Manage Documents and Templates window, click on the iPad Forms tab. 

  5. Click on the New button on the top of the list of options on the right-hand side of the window.

Step Two: Configure Form

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The Title of your form will be visible on the iPad and online forms.

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The Name of your form that will be visible on your YAPI dashboard under Manage Documents and Templates in the iPad forms list.

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Warning! Do NOT add special characters (! @ # $ %) into the Name or Title of the form. This will break the form and it can not be recovered. Do NOT enable PMS Integrated without prior training. 

For longer forms, consider enabling Scrollable Single Page to better scroll through the page.

Adding Question Types

At the bottom of the Form Builder window is an Add button. Clicking on the Add button will introduce a drop-down window that will give a list of questions to introduce into the form. 

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With the Question type added, double-clicking the row will open up a window associated with the question type with its own field and options. 

Related: What is the Form Builder?Adding, Editing, and Deleting in YAPI Documents

Step Three: Header

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The Header will serve as the main title of the Informed Consent on the document.

Tip! Adjust the Alignment of the Header to Center to keep the document presentable. 

Related: Header

Step Four: Patient Name

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Selecting the Patient Name field creates the First Name and Last Name fields.  You can also choose to display a field for a patient's birthday.

NOTE: Including this component as the first field or after the form header in your form is considered a Best Practice. All patient documentation must include identifying elements in order to ensure proper routing, display, and security. It is mandatory to add a Patient Name field to ensure that the document is being attributed to the correct signer of the document. 

Related: Patient Name

Step Five: Main Content

Paragraph

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The Paragraph type is used for the majority of larger body texts that contain several paragraphs of text. Proceed with filling the main content of the form, such as essential information and potential risks.

NOTE: If the creator of the form is familiar with using HTML, enabling the Has HTML checkbox is an available choice. However, this will affect special characters such as colons and apostrophe. Recommended to not have this checkbox enabled unless the creator is comfortable working with the code required. Additional information can be found in the Related link.

Related: ParagraphCreating an iPad Form Advanced Guide

Acknowledgment Checkbox

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An Acknowledgement Checkbox allows for the patient to confirm specific information before proceeding with the document. A good alternative in place of a field that would typically require initials. 

Related: Acknowledgement Checkbox

Step Six: Signatures

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The signature should be used by default on every form created unless you choose otherwise.  It is usually the last field on your form. Alongside the patient's signature, you can add a doctor or witness signature.

The Is required checkbox makes it mandatory for the patient/doctor to sign the form before it is saved. The Add name checkbox displays a field for the patient to enter their name under the signature line. Add “Doctor” or “Witness” to the Footer field if the signature you are creating is for a doctor or a witness. 

NOTE: It is recommended not to have the Doctor's signature be required. The Doctor can sign the document later once the patient finishes signing their portion of the form.

Related: SignaturesAdding a Signature to an iPad Form

Step Seven: Save and Activate

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Once the form is completed, click on the Save button found at the bottom of the Form Builder.

Exit the Form Builder window to proceed with making the newly made form available. If the form is not in the list of forms, click on another tab in the Manage Documents and Templates window, then back to the iPad Forms tab.

  • If the form is grayed out, it means the form is currently inactive. Double click on the form to prompt the form for active use. A Change status window will appear confirming if the form is available for future signing. Click the Yes button and the form will turn black in the list of forms.

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Once the form is available, it can now be signed on the iPad for patients to use within the office.

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