Consent Required Chat Notification
After a patient's first completed appointment, check for a signed consent form on file — if missing, automatically send a chat to the patient and provider before the next visit is booked.
Built by SE Team
The problem it solves
Practices with consent requirements discover missing consent forms at the worst moment — when a patient is trying to book their next appointment. Catching the gap immediately after the first visit allows for a smoother, less disruptive resolution.
What's included
- Automatic consent check triggered by a patient's first completed appointment
- Chat sent to the client (with the provider included) if consent is missing
- Message states consent is required before future appointments can be booked
How it works
First appointment completed
No signed consent on file
Send chat
Consent Required Chat Notification checks for a signed consent form immediately after a patient's first completed appointment, so gaps surface before the next visit is booked rather than in the middle of scheduling it. It's built for behavioral health and substance use practices with consent requirements, and requires Healthie Forms, Automate, and Patient Portal. If no signed consent is on file, the client receives a chat, with the provider included, stating that consent must be on file before future appointments.
