Medical and consent forms
Digital consent forms for med spas, signed before they arrive
Patients answer a short medical form and sign the consent for their treatment from their booking link. Your practitioner opens the visit with the answers already there.
Your medical form
Type your full name to sign
Sana Khan
You can update this until your consultation starts.
Clipboards in the waiting room slow everything down
Paper forms feel safe until you need to find one, read one, or prove which version a patient signed.
Ten minutes on a clipboard
The patient fills in a form in the waiting room while your practitioner waits. The appointment starts late, and the next one does too.
Handwriting and missing answers
Half-filled boxes and illegible medication lists mean the practitioner re-asks everything, and something important can still be missed.
Which version did they sign?
You updated your consent wording last month. Proving which wording a particular patient agreed to, and when, means digging through paper.
How it works
From booking link to signed consent
Forms are part of the booking, so they arrive with the right appointment and the right treatment.
You switch forms on
Medical and consent forms are switched on by your clinic in settings. You can set consent wording per treatment, or use the standard statement.
The patient gets a prompt
After booking, patients are prompted by email to fill in their form. The link opens it on their phone.
They answer the medical questions
A short form covering the conditions, medication, allergies and recent treatments that matter for aesthetic and skin treatments.
They read and sign the consent
They read the consent statement for their treatment and sign by typing their full name. The exact wording, their signature and the time are stored together.
Your practitioner sees it on the visit
The answers appear on the visit screen, with anything that needs checking flagged before treatment.
Your medical form
Type your full name to sign
Sana Khan
You can update this until your consultation starts.
The questions that matter for aesthetic treatments
The medical form asks about the things practitioners need to know before an aesthetic or skin treatment:
- Diabetes, heart conditions, bleeding disorders or blood thinners
- Autoimmune conditions, active skin infections or cold sores
- Keloid scarring and epilepsy
- Pregnancy or breastfeeding
- Medication and allergies
- Recent treatments, and anything else the patient wants you to know
The exact wording, stored with the signature
Each treatment can have its own consent wording, so the statement for laser hair removal isn't the one for filler. If a treatment doesn't have its own, a standard statement is used.
When a patient signs, the exact wording they agreed to is stored with their typed signature and the time. If you change the wording later, their record still shows the version they saw. There's never a question of which version a patient agreed to.
Patients can update, staff can't edit
Patients can go back and update their answers right up until their consultation starts, for example to add a medication they forgot.
Your team can't edit a patient's form. What your practitioner reads is what the patient wrote.
Flags your practitioner can't miss
On the visit screen, the answers sit alongside the patient's medical summary. Anything that needs checking is flagged, such as "check before treating" next to a blood thinner.
The first time a patient fills in the form, their answers help fill in their medical summary, which then carries over to future visits and is confirmed at each one.
A tablet at reception for anyone who forgot
Some patients will always arrive without filling in their form. They can complete it on a tablet at reception, right up until their consultation starts, so the practitioner still has answers before treatment.
Reception can see whether a form was filled in, never what's in it. The answers are only visible to practitioners and admins. See how the front desk works.
Privacy built into the form
Medical answers are protected by permissions enforced by the database, not just by hiding buttons. A front-desk login can't read a patient's medical form, even by going around the app.
Visitors' IP addresses and browser details on signed forms are cleared after 90 days, a data-minimization rule that runs automatically.
For practices in the USA
Velvet Lead doesn't make HIPAA compliance or certification claims. If your practice must operate under HIPAA, talk to our team before you store clinical records, including about Business Associate Agreements with the hosting providers.
Honest limits
What consent forms are, and aren't
Be clear on this before you retire paper.
- The signature is a typed-name signature with the exact wording and time recorded. It isn't a certified e-signature, and we don't claim it meets a specific e-signature law.
- Consent forms are part of your clinical records, not a full EMR or EHR.
- Printable or exportable visit summaries aren't available yet.
- Consent wording starts from your own text or the standard statement. It isn't legal advice, so have your wording reviewed.
Built for clinics like yours
- Med spas Facials, laser and injectables with US time zones and campaign tracking
- Aesthetic clinics Injectables, skin boosters, consultations and a gallery with consent
- Laser hair removal clinics Courses of sessions, patch tests and busy weekend diaries
- IV therapy clinics A clear drip menu, suitability notes and careful booking
- Dermatology clinics Medical and cosmetic appointments, doctor schedules and consultations
FAQ
Questions clinics ask
Do patients need to download an app?
No. The form opens from their booking link in their phone's browser, and they sign by typing their full name.
Can we use different consent wording for each treatment?
Yes. Each treatment can have its own consent wording. If it doesn't, a standard statement is used.
What if we change our consent wording?
Patients who already signed keep the exact wording they agreed to, stored with their signature and the time. New patients see the new wording.
Can the front desk read the answers?
No. Reception sees whether a form was filled in, not what's in it. Only practitioners and admins can read medical forms, enforced by the database.
Is the typed signature legally binding?
It's a typed-name signature with the exact wording and time recorded. It isn't a certified e-signature, and we don't claim it meets a specific e-signature law. Check with your own advisers.
What about HIPAA?
We don't make HIPAA compliance or certification claims. If your practice must operate under HIPAA, talk to our team before storing clinical records, including about Business Associate Agreements.
Put the clipboard away
Book a 15-minute demo and fill in a medical and consent form yourself on our demo clinic.