- Procedure being consented to
- Risks and possible complications
- Alternatives and questions
Procedure-specific patient consent · Clinic form · patient review · signed record
Send the consent form. Keep the signed record with care.
Choose a clinic-approved, procedure-specific consent template, let the patient securely review it and sign, then keep the signed state with the treatment. Sending a link alone is not consent.
PATIENT CONTEXTPatient 024Crown delivery · connected records
Connected01Active and default clinic-owned templates for treatment consent
02Patient-facing secure link with verification and document review
03Recorded name, signature, signing time and consent status
04Pending requests, resend and print paths where supported
Why this workflow matters
THE CLINIC MOMENT
A sent link is not an informed or signed decision.
A clinic shares Patient 024’s crown-treatment consent link. The message records a sharing attempt, but the patient has not yet reviewed the clinic’s procedure-specific form or signed it.
×A verbal explanation, a sent message and a signed document can become disconnected from the treatment they concern.
×The next owner and source record are unclear.
✓Choose a clinic-approved, procedure-specific consent template, let the patient securely review it and sign, then keep the signed state with the treatment. Sending a link alone is not consent.
✓Open the record you need without searching for the patient again.
HOW IT WORKS
Prepare the form, support patient review, then retain the signed record.
Follow the task from its first entry to the next person who needs it.
- 01
Prepare the form
Select the clinic-approved template and review the patient, procedure and full wording before sharing.
- 02
Support patient review
Send the eligible secure link; the patient verifies access and reads the complete document.
- 03
Retain the decision
Record the name, signature, time and status with the treatment only when signing is completed.
ONE WORKFLOW · 4 CHECKPOINTS
Keep the procedure-specific form distinct from the treatment proposal.
The clinic approves the wording. The patient reviews the document, verifies access and signs; a shared link alone remains pending.
Choose the clinic-approved form for this procedure.
The clinic reviews its own explanation of the procedure, possible risks and complications, alternatives and signature area before sharing.
- Procedure being consented to
- Risks and possible complications
- Alternatives and questions
PATIENT CONTEXTPatient 024Crown delivery · connected records
ConnectedSend the secure review link without marking consent signed.
An eligible WhatsApp or email attempt gives the patient access to the form. Sent and delivered remain communication states, not consent states.
- Procedure being consented to
- Risks and possible complications
- Alternatives and questions
PATIENT CONTEXTPatient 024Crown delivery · connected records
ConnectedLet the patient verify access and read the full form.
The patient-facing flow requests verification and displays the entire clinic-authored document before the patient provides their name and signature.
- Procedure being consented to
- Risks and possible complications
- Alternatives and questions
PATIENT CONTEXTPatient 024Crown delivery · connected records
ConnectedKeep the signed consent with the treatment record.
The recorded name, signature and signing time belong to clinical consent. They do not convert proposal acceptance into consent or waive the clinician’s duty of care.
- Procedure being consented to
- Risks and possible complications
- Alternatives and questions
PATIENT CONTEXTPatient 024Crown delivery · connected records
ConnectedClinic-approved templates
Start with the form your clinic has approved for the procedure
Keep your own consent templates active or inactive and choose a default where appropriate. Select the relevant template for the patient's treatment, then preview the complete document before sharing it.
The clinic’s clinical and legal owners decide how the document explains the procedure, expected benefits, possible risks and complications, alternatives and patient questions. Thirty2OS does not supply universally approved clinical or liability language.
From template to treatment-specific request
From template to treatment-specific request
- 01Choose
Select a clinic-approved consent template for the procedure.
- 02Preview
Review the patient, procedure and full document before sharing.
- 03Attach
Keep the request associated with the relevant treatment and patient.
Patient review and signature
Send a review link; record the signature only after the patient signs
Share the supported secure link through an eligible WhatsApp or email workflow. The patient verifies access, reviews the complete consent document, enters their name and signs in the patient-facing web flow.
The clinic can see the pending or signed state with the treatment. A sent, delivered or opened message must not be shown as a signed consent; staff can review the request, resend when appropriate or use the supported print workflow.
Four different states
- 01Prepared
Clinic previews the complete procedure-specific form.
- 02Link shared
An eligible message carries the secure link.
- 03Patient review
The patient verifies access and reads the document.
- 04Signed
Name, signature, recorded time and status return to the consent record.
What the signature means
Document an informed decision, not a blanket waiver
The form supports the clinician’s explanation and the patient’s decision about the particular procedure. A signed record does not, by itself, establish that every risk was explained or make the clinic or doctor immune from liability.
Proposal acceptance is a separate decision about recommended care. It must not be displayed as a clinical-consent signature or silently change the consent status.
Permissions and workflow boundaries
ROLES & PERMISSIONS
The clinic owns the wording and the clinician owns the discussion.
The clinic controls templates and staff access. The treating clinician remains responsible for the discussion and the patient’s questions; a communication attempt cannot sign on the patient’s behalf.
WHERE IT STOPS
What your team still decides.
A signed record does not establish that every material risk was explained, guarantee a form’s legal sufficiency or remove a clinician’s duty of care. Clinic-authored wording needs clinical and legal review.
Plan your trial
TRIAL PLAN
Test a pending request and a completed signature.
Try these tasks with fictional patient details and the roles your team uses. Note any setup question or step that needs a different process.
- Review a clinic-approved template with clinical and legal owners
- Preview the form against the right patient and procedure
- Test a pending link and the patient verification step
- Complete a demonstration signature and inspect the recorded state
- Confirm an unsigned message does not appear as consent
QUESTIONS TO ASK
Does a sent consent link mean the patient has agreed?
No. Sharing, review and signing are different states. The clinic must inspect the actual signed consent record.
Does signed consent remove the clinic’s or doctor’s liability?
No such protection is promised. The clinic owns the wording and remains responsible for appropriate explanation, care and legal review.
YOUR CLINIC · YOUR EXCEPTION
Bring the handoff that keeps breaking.
Start free to test the workflow yourself, or book a guided demo when you want help mapping the exception.