User Guides

IDEAs - exported forms not showing
If you have exported forms and they are not showing in IDEAs, the most likely reason is that the Patient (or partner's) ID and/or DoB don't match wi...
Mon, 18 Nov, 2019 at 1:45 PM
Changing Date of Birth (DoB) on SPQs
Very occasionally patients fill in their DoB incorrectly on the SPQ; this date is then used to populate their consent forms. The date can be overwritten...
Tue, 10 Dec, 2019 at 8:57 AM
Keeping Consent Appointments Running To Time
Fertility Consent is designed so that all the education and form filling activities can be done by patients / partners at home. This makes it more convenien...
Thu, 12 Dec, 2019 at 11:26 AM
When a form is re-issued, does the patient have watch the videos again?
If the forms are being re-issued within a current case and the patient/partner has already watched and acknowledged the videos - then no. However, for r...
Fri, 24 Jan, 2020 at 1:52 PM
Using Fertility Consent with IDEAs
How to create a new Fertility Consent case via patient’s Ideas Record Click on the ‘Fertility Consent Update’ button in the patient’s Ideas record, if y...
Wed, 29 Sep, 2021 at 11:13 AM
How to check the date/time a form was signed
You can check the date/time a form was signed from the digital seal on the PDF. Click where the signature appears and the signature validation status appe...
Fri, 9 Oct, 2020 at 8:17 AM
New Clinic User Account
For security reasons, all requests for new clinic users must come from an authorised manager. Details we will need are: Clinic Name First Name and Last ...
Mon, 2 Nov, 2020 at 10:33 AM
Patient has not received their text message/s
Ensure that you are entering the correct mobile telephone number, and that it is in the correct format (+44 and omit first zero). Click on ‘Send access via ...
Fri, 11 Jun, 2021 at 11:13 AM
Patient unable to sign consent forms
Ensure that the patient has completed all of their preceding modules You will be able to see if the patient has completed their previous modules by vi...
Mon, 14 Jun, 2021 at 11:25 AM
Patient needs to change their consent or there is a mistake on consent forms
If a form needs to be changed after it has been signed and saved, it will have to be reissued.    How to reissue a consent form   Select if you wish to ...
Thu, 5 Nov, 2020 at 6:39 PM