Accessing Consent Forms
Log in to Practice by Numbers.
Click the Forms tab at the top of the screen.
In the left-hand menu, click Forms, then select Consents on the right.
Creating and Customizing Consent Forms
1. Create a New Consent Form
In the Consents section, you’ll see a list of existing categories and forms.
Click the + New button to create a new consent form.
2. Name and Categorize the Form
Enter a name for your form.
Select the appropriate category to help organize your consent forms.
3. Add the Main Consent Text
In the Main Consent Text field, type or paste the content of your consent form.
Formatting from Word documents generally transfers smoothly.
Basic formatting options such as font styles, bolding, and bulleted lists are available.
Note: Patients can only agree and sign the form. They cannot edit or add content—similar to a read-only PDF.
4. Add Confirmation Text
In the Confirmation Text section below the main body, add a message that patients will see when they check the box to agree to the consent.
Using Placeholders and Custom Tags
1. Insert Placeholders
Use the Insert Placeholders option to include auto-filled fields such as:
[[Patient_Name]][[Date_of_Birth]][[Practice_Name]]
These placeholders will populate with patient-specific information when the form is sent.
You can also insert patient initial fields within the text for a personalized experience.
2. Use Custom Tags
Custom tags allow you to add fields that staff must complete before sending the form.
For example, to insert a field for a tooth number, use:
##{{Tooth_Number}}Detected custom tags appear above the text box and must be filled in before sending the form.
Optional or Elective Checkboxes
1. Customize Checkbox Behavior
Add checkboxes that allow patients to accept or decline specific sections of the form:
Use
[[*]]for optional checkboxes.Use
[[ ]]for mandatory checkboxes.
You can include multiple checkboxes for the same item by adding additional brackets.
2. Use Radio Buttons
Display radio buttons for opt-in/out choices using formats like:
((yes_no))or((accept_decline))
To create a grouped, single-choice selection:
Format as:
((group_name, Option 1)),((group_name, Option 2))Patients can only select one option per group.
Advanced Customization Options
1. Link Consent Forms to Scheduled Treatments
Consent forms can be linked to specific service codes, prompting the appropriate form when scheduling those services.
Important: In most states, consents must be completed in the presence of a doctor, so forms are not automatically sent to patients.
2. Enable Staff Signature Requirements
By default, staff signatures are not required, but they can be enabled depending on state requirements.
To enable:
Check the appropriate boxes to require a doctor or witness signature.
These fields appear after the patient has signed.
If a patient signs on their own device, the form will appear in the Action Center on the PbN Home page for staff to sign later.
How to Add Staff Signatures:
Navigate to Forms > Completed Forms.
Locate the recently submitted form.
Click to add doctor or witness signatures as needed.
All consent forms include a patient signature field by default. Patients can sign electronically using a finger or stylus on supported devices—no setup required.
Doctor signatures must be added manually within PbN. They cannot be automated or added via checkbox to ensure compliance and accuracy.
