Posts in Consent forms

Acupuncture Consent Forms and Medical History Forms

March 11th, 2019 Posted by Acupuncture, Alternative Medicine, Consent forms, Consultation Forms, Medical History Form, Paperless No Comment yet

Medical History and Consent Forms in Acupuncture

As an Acupuncturist, you carry a huge responsibility for the welfare of your clients, many of whom have been suffering ill health for years. Often you are the last port of call, after mainstream medicine has failed to provide relief from a chronic condition.

Taking a thorough medical history of each new patient is your first step in providing for a patient’s needs, firstly you need to ensure that acupuncture is the appropriate treatment for your client. People often have an unclear idea of what acupuncture can do, after all acupuncture is not a miracle cure for anything, it is a science.

In obtaining their medical history, there is a need to gain a thorough understanding of a patient’s main complaint and general health and lifestyle. This involves asking questions about current symptoms as well as medical history, such things as sleeping patterns, appetite and digestion, emotional wellbeing. Women must be asked about their menstrual cycle and any past pregnancies and childbirth. The use of pharmaceutical products must be considered in detail, side effects are often hard to distinguish from the ailment. Some patients have suffered chronic conditions for years before considering acupuncture and have tried a series of treatments that have failed, so this medical history is a vital tool for achieving a successful outcome.

Getting that history can be a long and exhaustive process, you need to know as much about past treatments as possible and that can take time to remember.

Using an electronic medical history questionnaire that can be sent in advance to the client, can gain a depth of information that is hard to get in a first consultation. All this information needs to be recorded and considered thoroughly before a treatment plan can be agreed and put into place.

By using iPEGS Remote paperless forms you can send out the questionnaire a week before the first appointment. It is totally secure and can be customised to suit the patient. They can fill in the history and return it using any connected device, be it smart phone, P.C. or tablet.

People are so accustomed to using communications technology these days, filling in a form at home in their own time can be so much less stressful than in a busy surgery, with limited time.

As for the practitioner you are receiving a fuller history in anticipation of your first consultation, even having time to consult with colleagues, if necessary. There can be a due date set for the form to be returned for just that purpose, with reminders embedded in the process. Once the form is sent, it is automatically filed, unlike paper forms there is no possibility of it being mislaid. It is a permanent record of your patient’s history and current condition.

Once you have had the opportunity to study this and meet your patient, you can explain your findings to them and ensure that they understand. Informing them clearly of the nature and purpose of any proposed treatment you gain their consent to treatment. This of course needs to be recorded.

Although consent may in the past have been taken as implied by a patient’s actions in turning up and lying on the treatment couch, explicit consent is now considered essential.

The law states that, consent must be given by a legally competent person, in some cases the next-of-kin. It must be given voluntarily and must be informed.

You must be able to prove you have sought explicit consent and ensure that the patient has understood what you propose to do. This is particularly important where treatment may involve sensitive areas of the body. It may be construed as an assault to examine or even prepare to treat someone without consent.

You cannot delegate the obtaining of consent to a receptionist or unqualified assistant. Informed consent requires that you as the practitioner (or an appropriately qualified colleague) have explained the procedure, been available to answer questions and able to satisfy yourself that the patient understands what they have been told. So it is up to you the practitioner not only to personally supervise treatment but also consent to treatment.

Having proof of consent is of course part of your duty of care not only to your patient but also for your practice.

So a consent form must be signed very early on in the treatment process, again this consent form can be digital, secure and paperless. Using the iPEGS paperless forms, consent can be rapidly given, directly on to a tablet or even a mobile phone, even including a photo for confirmation. Instantaneously becoming a matter of record.

By using a iPEGS digital consent form, you can customise the form in real time, making changes without having to wait on printers, receptionists etc, time saved can be used in treating the patient, which after all is the object of the process.

Storing these Forms is also more complex than you might imagine.

You may well know you are legally required to keep patient records for a minimum of seven years. In the case of minors’ records must be kept until the patient reaches the age of twenty-five (seven years after reaching eighteen). Did you know that this applies even when you have referred the patient on, or you have left the practice where you administered the treatment?

There is also a legal requirement to retain original records which applies in the buying and selling of a practice and even with a patient’s consent, you must only pass on copies of the records, not the original notes?

Making copies of thousands of paper records is a mammoth task, digitally using iPEGS it can be done in a fraction of the time. You may not envisage selling the practice, but you will want to retire sometime.

You must also ensure that patients are kept fully informed and offered appropriate choices about their continuing care and the safe-keeping and location of their original records. Knowing that they are secured gives peace of mind to you and your patient. Doing this with thousands of separate paper documents is literally a forest of wasted time and space.

Patient records must be kept secure and confidential at all times. The UK data protection regime is set out in the DPA 2018 which replaces the Data Protection Act 1998, and came into effect on 25 May 2018, along with the GDPR (which also forms part of UK law). The law applies to any ‘processing of personal data’, and will catch most businesses and organisations, whatever their size and the law provides stronger protection for more sensitive information such as health related data.

Wouldn’t it be useful to get fuller more reliable patient histories?

Can you really afford to take risks with your patient’s records?

Can you afford the space and time that paper forms take up?

Wouldn’t it be simpler and more efficient to go digital and paperless, like many of your colleagues in the health sector are now doing?

Would you prefer not to have the worry of a disgruntled patient with a lost consent form?

If your answer is yes to any or all of the above, or if you are not sure, then why not get in touch, and let iPEGS take you through the process of going paperless.


We are all busy, but sometimes we have to invest time to save it, for our patients and our practice.

Just follow the links on this page and you can be up and running digitally in less than the time of an average consult. If you feel that you have questions you need answered that are not covered on the site, why not book in a call at a time that suits you best? You can do this via the link below and let us walk you through how iPEGS can help improve your processes:

Or feel free to drop me an email: steve @


Paperless Photo/Video Consent Forms

January 8th, 2019 Posted by Consent forms, Consultation Forms, Photography No Comment yet


In this weeks Going Paperless article we are going to be looking at Paperless Photography & Video Consent Forms and how going paperless with these types of forms has a multitude of benefits for all involved.

There are many different types of scenarios where you may want to take photos or videos of individuals and groups from events at schools, colleges, universities, graduations, community events, sports events, charity events…this list goes on. Depending what country you are in will depend on the privacy and data protection laws associated with taking photos and/or video of people. For the most part you will always need to inform individuals that you will be taking photos or recording video, what the photos/video will be used for and in most cases you will be required to get some form of consent. If you are taking photos/videos of children then you will absolutely need to get consent.

This article is by no means giving advice in relation to what is required in relation to your specific scenario and you should seek your own legal advice for your own circumstances. What we are looking at is the utilisation of technology to make the process of gaining consent as easy and efficient as possible.


Photo/Video Consent Forms are still very much completed in the traditional way of pen and paper. While this method works it poses a number of issues and risks including:

  • The time and cost associated with printing the forms
  • Printing the correct amount of forms which often leads to wasted paper
  • Difficult to read or even unreadable handwriting (we are writing less and typing more meaning handwriting is getting worse)
  • Distributing the forms effectively
  • Collecting all of the forms back in (and on time)
  • Missing or lost forms (which could lead to Data Protection issues/GDPR)
  • Sorting, transporting and storing of the paper forms

With our ever increasing use of mobile technology such as Smartphones and Tablets and the more traditional devices such as Laptops and PC’s — using paper based consent forms should be a thing of the past.


iPEGS offers an easy to use, cost effective way of creating Electronic Photography & Video Consent Forms that can can be accessed on ANY device, completed easily, signed electronically and submitted in a matter of minutes if not seconds.

Making it as easy as possible for the end user is absolutely key to getting your Consent Forms submitted quickly and by using a Paperless System such as iPEGS facilitates this effectively and efficiently.

Forms can be distributed to large numbers of people to be completed immediately or they can be sent ahead of time — with due dates and reminders set ensuring that no one forgets to complete and submit the form on time.

There are also more advanced features such as pre-population of the form fields making it even easier for the end user to complete the form.

Once a form has been submitted a copy of the form (PDF) can be sent to the user for their own records and you can either have the form sent to the ‘Form Owner’ or it can be submitted securely to the iPEGS Web Portal where you can access the forms as and when required. No more collecting in mountains of paper, no more risk of losing the forms and no more having to store them in a filing cabinet!


The vast majority of us are so used to using our Smartphones for all kinds of daily tasks such as shopping, banking, social media and much more — so the completing of consent forms electronically makes absolute sense.

So the next time you are printing out dozens of Photo & Video Consent Forms — think again…save yourself some time, save some paper, make it easy for people to complete these important forms and save some money while doing it!

For more information about how you can create your own electronic Photo and Video Consent Forms with iPEGS please click here.

Paperless Consent forms

July 25th, 2017 Posted by Consent forms No Comment yet

If you are offering a treatment or service, then gaining informed consent from clients is extremely important. Due to the nature of the beauty industry, we work with a variety of spas and independent beauty specialists who we have designed digital client consent forms for them to use within their businesses.

The iPEGS and MiPEGS products enable you to operate a paper free business, it improves the client’s experience, saves time, money and improves efficiency. It can also help to protect you from potential legal cases arising in the future.

So how do I get a form completed and signed by my client:

Using a tablet or iPad you can access multiple company branded forms through the iPEGS or MiPEGS app without a wifi connection. Just open the form that you wish to be completed and signed and save once done. This is perfect in a face to face situation (which eliminates the need for paper and a clipboard).


Once this form has been saved you can either:

– Export the form as a PDF and a copy can then be emailed to both you and the client. 

– Export the forms via CSV which can then be imported into your CRM system or used for marketing purposes.

You can also send the consent form to the client / guardian prior to their appointment using the MiPEGS app. They would receive this form on their smart phone, or to any device, to complete, sign and submit back to you.

Features of the iPEGS app include:

  • Easy to use form builder – where you can build and brand your own forms
  • Folders – To organise forms
  • Feedback forms – Strive to improve your business by customising feedback forms to be completed by your clients
  • Registers – better manage your staff with registers and time sheets
  • Digital notepad – make digital notes which can be saved and exported. Perfect in a client or staff review situation

Why go paperless? 

  • Never receive an incomplete form again! Field types can be set to optional, warning or mandatory
  • Use the unique signature features which includes the date and time stamp of the signature. Even add face stamp for improved authenticity.
  • Save money and the planet through stopping excessive printing
  • Get your business in order with a digital filing system
  • Cut out the administration and have more time to focus on your business
  • Fight off those legal battles with digital consent forms that can never go missing

Is my client information secure?

If you would like to have a demo of how the app can work for you then contact Adam on 01244 955350 or email