Forms

Signatures & consent

Add a terms & conditions block and require a signature before a form can be submitted.

Terms & conditions blocks

From the form builder, choose + Add terms & conditions block to add a consent statement — a treatment consent, a privacy notice, anything the patient needs to read and agree to before continuing. Unlike a question, a terms block shows the full text inline and the patient can't check “I have read and agree to the above” until they've scrolled to the end of it (skipped automatically if the text is already short enough to read without scrolling).

A form can include as many terms blocks as it needs, placed wherever they make sense in the question order.

Requiring a signature

On the form's edit page, turn on Require a signature to submit this form and write the attestation line the patient will see above the signature pad (for example, “By signing below, I attest that the information above is accurate and I consent to treatment.”). When this is on, answering the last question doesn't submit the form — it moves to a final signing step where the patient types their full name and draws a signature before submitting.

A signature is captured once per submission, not per question — the same way a paper form packet gets one signature at the end even if it has several initialed sections.

What gets recorded

Every signature is stored with the signer's typed name, the drawn signature, the exact wording of the attestation and any terms blocks they agreed to, a timestamp, and the submitter's IP address and browser. This is enough to satisfy the ESIGN Act/UETA requirements for a valid electronic signature: intent to sign, consent, attribution to a specific record, and a retained record. It shows up alongside the rest of the answers in Form submissions— expand View answers on a signed submission to see it.

If you edit a form's terms text or attestation after patients have already signed it, those earlier signatures still point at the exact wording they agreed to at the time — editing the form never rewrites what a past signature means.