Create Digital Dental Consent Forms by Treatment
Combine your implant, root canal and other dental consent texts in one form based on the patient’s treatment plan, then send it and track approval.
Updated
If your dental practice uses different information texts for implants, root canal treatment and extractions, you can link them to treatment categories instead of assembling them again for each patient. In Medicasimple, a treatment-specific digital dental consent form combines the shared wording in your main template with the texts that match the patient’s treatment plan.
This guide shows you how to set up your own wording in Consent Form Extensions, use implant and root canal examples to check the result, then send the form and track patient approval. If you are creating your first template, start with the consent form setup guide.
Before you start: This feature works through treatment categories. Decide which treatments need their own information text, for example implants, root canal treatment, extractions and orthodontics.
How it works
A treatment-specific consent form has three parts:
Treatment categories: group your treatments under headings such as Orthodontics, Oral Surgery, Endodontics or Prosthodontics.
Treatment-specific texts: the information text you write for each category. In Medicasimple these are called Consent Form Extensions.
Main consent form: the shared text every patient receives. Treatment-specific texts are inserted at the position you choose in this form.
Example: digital consent for implants and root canal treatment
Suppose you have added your practice’s implant information text to Implantology and its root canal text to Endodontics. Your main consent template includes the Consent Form Extensions parameter. Once the treatments are assigned to those categories:
Implant only: The form includes the shared consent wording and the implant information.
Root canal treatment only: The form includes the shared wording and the root canal information.
Both treatments in the plan: The texts from both categories appear in the same form.
Review each newly created form before sending it. This example shows how your existing texts are selected; prepare the wording for your practice’s treatments and consent process.
1. Organise your treatment categories
Open Settings → Treatment Categories. Here you can see your categories, their status and which category is the default.
To add a category, click Add Category, enter a name, set the status and save.
Rename categories if that makes them clearer for your team. Before deactivating a category you no longer use, check which treatments are assigned to it.
Note: Extensions are added per category. If two treatments need different information texts, assign them to separate categories. For example, if implants and extractions need different texts, create a separate Implantology category instead of keeping both under Oral Surgery.
2. Assign treatments to categories
Creating a category does not move existing treatments into it. You need to set the category on each treatment.
Open Settings → Treatments.
Add a new treatment or open an existing one.
In Treatment Details, choose the right option in the Category field and save.
Use the category buttons above the treatment list to check that each treatment appears under the expected category.
3. Write your treatment-specific texts
Go to Settings → Forms.
Click the Consent Form Extensions card next to the Consent Form card.
This screen lists the extension for each treatment category with its status and the date it was last updated.
Click Add Extension to add a new text, or click Edit on a row to change an existing one.
Choose the category in the Treatment Category field.
Make sure Status is set to Active.
Write the information text in the HTML Content field and click Save Changes.
Repeat these steps for every category that needs its own text.
You can type plain text in the HTML Content field. If you want headings, paragraphs or bullet lists, you can also use HTML tags: <h2> for headings, <p> for paragraphs, and <ul> with <li> for bullet lists.
Treatment-specific texts usually cover:
A short description of the procedure
Possible risks and complications
Alternative treatment options, where relevant
What the patient should look out for after the procedure
Keep information that applies to every patient in the main consent form, and put only treatment-specific information in each extension.
4. Add the extensions parameter to your main consent form
In Settings → Forms, open the Consent Form card and edit your main consent form.
In Form Content, place the cursor where the treatment-specific texts should appear.
Click the Consent Form Extensions parameter button above the editor. The parameter appears in the text as
{{operationGroupConsentTexts}}.Click Save Changes.
In the same window you can also set the Form Header, the Form To Open After Approval and the Approval method.
Important: Once a consent form has been used, its content can no longer be changed. You can still update the title, the redirect and other settings. To add the extensions parameter to a form that has already been used, create a new consent form that includes the parameter.
In the example below, the parameter sits after the general information and above the doctor and date lines, so treatment-specific texts appear after the shared text and before the signature section.
To include the treatment plan in the form: tick Show treatment plan in form. at the bottom of the window. To show the practitioner or prices in the plan as well, also tick Show practitioner in treatment plan. and Show prices in treatment plan.
5. Create the consent form from the treatment plan and send it
In the patient’s profile, open the Forms tab and go to Consent Form.
Click New Consent Form and create the form for the relevant treatment plan. The texts for the categories of the treatments in that plan are added automatically.
The form appears under Created Consent Forms with the treatment plan and form name. You can review the content the patient will receive below it.
Click Send Consent Form, choose SMS or E-Mail and send the form to the patient.
You can also open the form on a tablet in the practice so the patient can approve it there. To collect a handwritten signature, click Print.
How the patient approves the form depends on the Approval method in the consent form settings.
6. Check the approval status
Until the patient approves the form, it shows a status such as Pending or Opened with the message “This form has not been approved yet.”
Once the patient approves it, you can open, view and print the approved form from the Forms area of the patient’s profile.
Important: Sending the form does not mean the patient has approved it. Check the approval status before starting treatment.
Test your setup
After setting everything up, create a consent form from a treatment plan and check:
Does the text for each treatment in the plan appear in the form?
Do the texts appear where you expect in the main consent form?
Are texts for treatments outside the plan left out?
Troubleshooting
The treatment-specific text does not appear in the form
Check the following:
Does the main consent form include the Consent Form Extensions parameter?
Is the treatment in the plan assigned to the right category in Settings → Treatments?
Is there an extension for that category in Consent Form Extensions, and is its status Active?
I created a new category but my treatments do not appear under it
Creating a category does not move existing treatments into it. Open each treatment in Settings → Treatments, select the new category and save.
The form contains text for a treatment I did not expect
Check the categories of the treatments in the plan. If a treatment is assigned to the wrong category, that category’s text is added to the form.
I cannot change the content of my consent form
A consent form that has already been used cannot have its content changed. Create a new consent form and add the parameter there.
Good to know
A treatment-specific text is added only when a treatment in the plan matches its category.
If several categories match, all their texts appear in the same form.
Treatment-specific texts are added automatically from the treatment plan. To add content for one patient only, see Patient-Specific Consent Form.
To show treatment prices in the consent form, tick Show treatment plan in form. and Show prices in treatment plan. in the consent form settings. Use the treatment plan and estimate for payment and balance information.
Your practice is responsible for the content and legal validity of consent texts. Check your texts with your legal adviser or the relevant professional body.
Frequently asked questions
Do I need a separate consent form for every treatment?
No. You can use one main consent form. Treatment-specific information is added automatically based on the patient’s treatment plan.
If a plan has several treatments, does the patient receive several forms?
No. All texts for the treatments in the plan appear in the same consent form.
Can two treatments in the same category have different texts?
Extensions work per category. To use different texts, assign the treatments to separate categories.
How do I send the consent form to the patient?
Send it by SMS or E-Mail, open it on a tablet in the practice for approval, or print it for a handwritten signature.
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