How to Send a Tracked Consent Doc/ Monitoring your Doc's Status /
How to download a completed Consent/ What does the Patient See?
'Consent' stock templates
We have two stock templates available to help you generate consent forms in Kiroku. These can be found in the template library here.
- Our 'Consent' Notes template - this can be used to quickly create a note to inform a consent letter.
- Our 'Patient letter - Consent' Docs template - this is used to create the consent letter.
Note: You can generate a consent Doc following ANY note template, you do not have to use the 'Consent' template.
Note: You can create custom consent letters. Find guidance on creating a custom Doc here, or reach out to us if you'd like some help.
How to Send a Tracked Consent Doc
Complete your notes template and select your consent form in the Docs Generator (found in the endzone at the bottom of the note, or, from the button panel on the right side of the screen).
This will take you to the Docs generator interface. Be aware it may take up to a few minutes for the AI to create your Doc.
Once your Doc has been created, you can either edit the content of the Doc directly, or use the AI editor (in the left panel) to make changes.
Once you’re happy with your Doc, press the 'Send' button - this opens the sending popup.
Select tracked Doc and enter the recipient's email address.
Here you can also change the email subject line and message. Note that the email address associated with your Kiroku account defaults in the message, but you can change this.
When you are ready hit 'Send' - located at the bottom
Save time by downloading the PDF to your computer at this stage, rather than downloading the PDF separately. Note that the download will be a PDF only.
If you wish to save it as a Word Document, you will need to use the 'Download' functionality at the top of the window instead.
Monitoring your Doc's Status
You can see the status of your doc from the 'Sent' tab of your docs.
The status will show as either Sent, Read, or Signed.
This status will update in real time as a recipient completes these steps.
To view or resend a doc hover your cursor over it and these options will appear on the right.
Downloading a signed consent letter
To download a doc as a PDF hover over it in the 'Sent' view and select 'View', then in the top bar select 'Download'. You will see the below, select download and it will be downloaded to your computer.
What does the Patient see?
The recipient will receive an email and select 'View your document'. This directs them to the Kiroku Care Portal - is the patient interface for Kiroku.
They will need to complete 2-step Verification by entering their email address
This sends them a verification email with a link to access their document in the Kiroku Care Portal as below.
The recipient can review the document and click to sign. 
This opens a popup where they simply need to enter their name, tick the consent box, and click sign. 
This document is now completed. 