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Treatment and consent

NextHealth Engage

Included in Engage core

NXH Engage treatment and consent gives practitioners a focused view of today’s patients. Staff start the session, complete the service’s treatment form, capture before and after photographs and finish the visit. Consent documents can be signed on a tablet or through a private link, with a signed PDF retained. The workflow keeps the treatment account and consent record together, helping the team review what was documented around the session when preparing for the patient’s next visit.

Keep the treatment session and signed consent together

  1. Step 1

    Open session

    Select today’s patient and start

  2. Step 2

    Record care

    Complete the service treatment form

  3. Step 3

    Capture photos

    Add before and after photographs

  4. Step 4

    Sign consent

    Use a tablet or private link

  5. Step 5

    Finish visit

    Keep the signed consent PDF

What your team can do

  • Open the practitioner’s list of today’s treatment patients.
  • Complete treatment forms for the service being delivered.
  • Capture before and after photographs against the client record.
  • Sign consent documents on a tablet or private link.
  • Retain the signed consent document as a PDF.
Why it is hard to do well

The treatment record needs consent in the same context.

Keep the session record ready for the next visit

A treatment session involves more than recording that the patient attended. The practitioner needs the service form, photographs where relevant and the consent document associated with the work, and the clinic needs to know who can see them.

Who can see and do what

  • A practitioner with the permission to deliver treatments sees their own patients for the day. Someone who can also record treatments for others sees everyone’s. The treatment room shows no billing, client list or calendar.
  • Managers write and publish the consent documents, and recording a photo’s consent for marketing use needs its own permission. A photo is for internal use unless that consent is recorded. Deleting a photo is a separate permission as well.
  • Photographs and signed consent PDFs open only through signed links that expire after fifteen minutes.

Consent versions and history

A consent document is versioned. A signature counts for the current version for six months, and publishing a new version asks returning clients to sign again. Each signature keeps the typed name, the drawn signature, the time, the device’s IP address and browser details, whether it was signed on the desk tablet or through a private link, who collected it and a PDF of the document as signed. Engage keeps an audit trail of changes to these records.

How this differs from a Care clinical record

The treatment form is a form the clinic designs for each service, with short text, paragraph, number, choice and yes or no fields. With the photographs and signed consent, it is the treatment record for the visit. It is not the clinical record kept in NXH Care, and on a branch connected to Care, clinical services are managed in Care.

Illustrative example: a new consent version and a treatment record

This example uses synthetic data.

The clinic publishes version 2 of its laser treatment consent. Salma Okafor, a made-up client who signed version 1 four months ago, receives the signing link with her day-before reminder because her signature is on an older version. She signs on her phone, and Engage keeps the signature evidence and a PDF. In the treatment room the practitioner opens her appointment, starts the session, completes the service’s treatment form, adds before and after photographs for internal use and finishes the visit. Later a manager opens the client profile and sees the signed version 2 and the photographs, with who added them and when.

Common questions

  • Treatment and consent is included in Engage core, which comes with every Engage licence. Related billing, campaign or connection capabilities depend on the add-ons selected.

  • On a tablet at the desk or through a private link. A signature counts for the current version of the document for six months, so publishing a new version asks returning clients to sign again. Engage keeps the typed name, drawn signature, time, device details and a PDF of the signed document.

  • Yes. Photographs are stored against the client and the visit, for internal use unless marketing consent is recorded for them by someone with that permission. They open only through links that expire after fifteen minutes.

  • No. The module records the document and signature. The practitioner remains responsible for the consent discussion and the suitability of the treatment being offered.

  • The treatment form is a form the clinic designs for each service. With the photographs and signed consent it is the treatment record for the visit. It is not the clinical record kept in NXH Care, and on a branch connected to Care, clinical services are managed in Care.

Not answered here? Contact the team

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