Can I Create a Financial Consent Form with Electronic Signature and Auto-Uploading Feature to Patient File?

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    Asked on February 12, 2018 at 07:17 PM

    Good morning,

    Our medical clinic requires the capability to send a link to our patients with an online financial consent form for them to complete prior to procedures. We require it to have their electronic signature, and then the ability to upload into their patient file. Is this something that can be done through Jotform?

    Kind regards,


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    Answered on February 12, 2018 at 11:39 PM

    Yes, you can. You can use the E-Signature widget to prompt your patients to sign the financial consent form using their mouse, touch screen, or any input device. Here’s how to use the E-Signature widget.

    You can also upload the signed form to a patient file, depending on where you want to upload it. You can take advantage of our integrations with Google Spreadsheets and the ability to export to PDF and CSV or Excel. 

    You can even send the data to your own website’s server. More about this here. 

    Feel free to peruse our templates and let us know if you need help in setting up your form.